LPL Financial’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

LPL Financial’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 Q2	$3.06M	Buy	71,488 +546	+0.8%	+$23.8K	﹤0.01%	3284
2026 Q1	$3.08M	Sell	70,942 -4,051	-5%	-$177K	﹤0.01%	3098
2025 Q4	$3.14M	Sell	74,993 -1,257	-2%	-$52.7K	﹤0.01%	2965
2025 Q3	$3.27M	Buy	76,250 +1,607	+2%	+$68.3K	﹤0.01%	2857
2025 Q2	$3.17M	Sell	74,643 -6,527	-8%	-$264K	﹤0.01%	2691
2025 Q1	$3.29M	Sell	81,170 -7,697	-9%	-$313K	﹤0.01%	2487
2024 Q4	$3.53M	Sell	88,867 -5,397	-6%	-$224K	﹤0.01%	2366
2024 Q3	$3.89M	Buy	94,264 +27,807	+42%	+$1.1M	﹤0.01%	2186
2024 Q2	$2.52M	Buy	66,457 +4,277	+7%	+$161K	﹤0.01%	2401
2024 Q1	$2.38M	Sell	62,180 -2,902	-4%	-$104K	﹤0.01%	2403
2023 Q4	$2.24M	Sell	65,082 -5,315	-8%	-$170K	﹤0.01%	2322
2023 Q3	$2.18M	Buy	70,397 +1,936	+3%	+$62.8K	﹤0.01%	2222
2023 Q2	$2.22M	Sell	68,461 -3,889	-5%	-$120K	﹤0.01%	2154
2023 Q1	$2.24M	Buy	72,350 +17,095	+31%	+$529K	﹤0.01%	2053
2022 Q4	$1.65M	Sell	55,255 -1,973	-3%	-$58.3K	﹤0.01%	2230
2022 Q3	$1.53M	Buy	57,228 +206	+0.4%	+$6.16K	﹤0.01%	2190
2022 Q2	$1.62M	Sell	57,022 -18,438	-24%	-$570K	﹤0.01%	2189
2022 Q1	$2.52M	Sell	75,460 -86,666	-53%	-$2.88M	﹤0.01%	1872
2021 Q4	$5.73M	Buy	162,126 +20,530	+14%	+$696K	﹤0.01%	1374
2021 Q3	$4.52M	Buy	141,596 +46,034	+48%	+$1.51M	﹤0.01%	1467
2021 Q2	$3.08M	Buy	95,562 +10,982	+13%	+$347K	﹤0.01%	1668
2021 Q1	$2.56M	Buy	84,580 +10,932	+15%	+$316K	﹤0.01%	1662
2020 Q4	$2.01M	Buy	73,648 +10,401	+16%	+$270K	﹤0.01%	1671
2020 Q3	$1.51M	Sell	63,247 -3,648	-5%	-$86.5K	﹤0.01%	1622
2020 Q2	$1.51M	Buy	66,895 +5,161	+8%	+$111K	﹤0.01%	1532
2020 Q1	$1.16M	Buy	61,734 +5,856	+10%	+$135K	﹤0.01%	1519
2019 Q4	$1.39M	Sell	55,878 -4,756	-8%	-$113K	﹤0.01%	1616
2019 Q3	$1.41M	Buy	60,634 +4,211	+7%	+$96.6K	﹤0.01%	1496
2019 Q2	$1.28M	Buy	56,423 +4,564	+9%	+$102K	﹤0.01%	1552
2019 Q1	$1.15M	Sell	51,859 -9,879	-16%	-$211K	﹤0.01%	1566
2018 Q4	$1.2M	Buy	61,738 +3,239	+6%	+$68.1K	﹤0.01%	1395
2018 Q3	$1.34M	Buy	58,499 +24,085	+70%	+$545K	﹤0.01%	1459
2018 Q2	$754K	Buy	34,414 +9,365	+37%	+$205K	﹤0.01%	1855
2018 Q1	$539K	Sell	25,049 -11,118	-31%	-$246K	﹤0.01%	2077
2017 Q4	$788K	Buy	36,167 +20,238	+127%	+$427K	﹤0.01%	1709
2017 Q3	$326K	Buy	+15,929	New	+$320K	﹤0.01%	2297

Other funds holding SHRY

FPWM

FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial's SHRY Position: Q2 2026 in Review

LPL Financial increased its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 0.77% in Q2 2026, buying an estimated $23.8K and bringing the position to 71,488 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

LPL Financial first reported a position in SHRY in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.73M in Q4 2021. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2026.

LPL Financial held 71,488 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $3.06M as of Q2 2026.
LPL Financial bought 546 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2026, an estimated $23.8K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3284 holding.
LPL Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2017 and has held it in 36 quarters since.
LPL Financial's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $5.73M in Q4 2021.
16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.