Manchester Financial
SHRY icon

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

Manchester 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
Q3 		$415K Hold
9,339
– – 0.07% 84
2026
Q2 		$399K Sell
9,339
-21,047
-69% -$919K 0.07% 89
2026
Q1 		$1.32M Sell
30,386
-1,072
-3% -$46.8K 0.25% 52
2025
Q4 		$1.32M Sell
31,458
-1,550
-5% -$64.9K 0.25% 55
2025
Q3 		$1.42M Sell
33,008
-32,359
-50% -$1.37M 0.28% 54
2025
Q2 		$2.78M Sell
65,367
-7,655
-10% -$310K 0.58% 29
2025
Q1 		$2.96M Sell
73,022
-13,510
-16% -$549K 0.67% 29
2024
Q4 		$3.44M Sell
86,532
-1,270
-1% -$52.6K 0.75% 24
2024
Q3 		$3.63M Sell
87,802
-6,006
-6% -$238K 0.79% 19
2024
Q2 		$3.55M Sell
93,808
-2,520
-3% -$94.8K 0.87% 19
2024
Q1 		$3.68M Sell
96,328
-6,583
-6% -$235K 0.96% 18
2023
Q4 		$3.55M Sell
102,911
-4,945
-5% -$158K 0.99% 16
2023
Q3 		$3.34M Buy
107,856
+84,814
+368% +$2.75M 0.98% 16
2023
Q2 		$747K Sell
23,042
-33,572
-59% -$1.04M 0.21% 43
2023
Q1 		$1.75M Sell
56,614
-4,317
-7% -$134K 0.51% 27
2022
Q4 		$1.82M Sell
60,931
-280
-0.5% -$8.28K 0.49% 28
2022
Q3 		$1.64M Sell
61,211
-1,511
-2% -$45.1K 0.47% 29
2022
Q2 		$1.78M Buy
+62,722
New +$1.94M 0.69% 29

Other funds holding SHRY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSB Premier Wealth Management
FSB Premier Wealth Management Waterloo, Iowa $375M AUM 14.75% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Medallion Wealth Advisors
Medallion Wealth Advisors Farmington, Connecticut $329M AUM 14.75% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Manchester Financial's SHRY Position: Q3 2026 in Review

Manchester Financial held its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) position steady in Q3 2026 at 9,339 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #84.

Manchester Financial first reported a position in SHRY in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.68M in Q1 2024. 13 funds tracked by Wall St. Rank hold SHRY as of Q3 2026.

  • Manchester Financial held 9,339 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $415K as of Q3 2026.
  • Manchester Financial left its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF share count unchanged in Q3 2026.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.07% of Manchester Financial's portfolio in Q3 2026, its #84 holding.
  • Manchester Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2022 and has held it in 18 quarters since.
  • Manchester Financial's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $3.68M in Q1 2024.
  • 13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.