LPL Financial
SHRY icon

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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MF
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's SHRY Position: Q1 2026 in Review

LPL Financial reduced its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 5.4% in Q1 2026, selling an estimated $177K and leaving 70,942 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

LPL Financial first reported a position in SHRY in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.73M in Q4 2021. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

  • LPL Financial held 70,942 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $3.08M as of Q1 2026.
  • LPL Financial sold 4,051 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2026, an estimated $177K.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3098 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 35 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.
  • 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.