Independent Advisor Alliance’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Independent Advisor Alliance’s Portfolio SHRY Stock Details SHRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy	+6,710	New	+$293K	﹤0.01%	1331
2025 Q1	–	Sell	-6,283	Closed	-$250K	–	1398
2024 Q4	$250K	Buy	+6,283	New	+$260K	﹤0.01%	1206
2020 Q1	–	Sell	-20,440	Closed	-$510K	–	891
2019 Q4	$510K	Buy	+20,440	New	+$487K	0.02%	528

Other funds holding SHRY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's SHRY Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2026: 6,710 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SHRY as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SHRY in Q4 2019 and has held it in 3 quarters since. The position peaked at $510K in Q4 2019. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

Independent Advisor Alliance held 6,710 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $292K as of Q1 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF was a new Independent Advisor Alliance position in Q1 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1331 holding.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2019 and has held it in 3 quarters since.
Independent Advisor Alliance's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $510K in Q4 2019.
15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.