Mach-1 Financial Group’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-3,927	Closed	-$122M	–	366
2023 Q1	$122M	Buy	+3,927	New	+$122K	0.77%	36
2022 Q4	–	Sell	-3,927	Closed	-$105K	–	490
2022 Q3	$105K	Hold	3,927	–	–	0.11%	73
2022 Q2	$111K	Buy	+3,927	New	+$121K	0.08%	82

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FPWM

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

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

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

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

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mach-1 Financial Group's SHRY Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2023, closing a stake of 3,927 shares — an estimated $122M sold.

Mach-1 Financial Group first reported a position in SHRY in Q2 2022 and held it in 3 quarters. The position peaked at $122M in Q1 2023. 17 funds tracked by Wall St. Rank hold SHRY as of Q2 2023.

Mach-1 Financial Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 3,927 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2023, an estimated $122M.
Mach-1 Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $122M in Q1 2023.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.