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

Mariner Independent Advisor Network’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
2020 Q1	–	Sell	-27,545	Closed	-$687K	–	403
2019 Q4	$687K	Sell	27,545 -1,739	-6%	-$41.5K	0.05%	284
2019 Q3	$669K	Sell	29,284 -2,026	-6%	-$46.5K	0.05%	286
2019 Q2	$721K	Sell	31,310 -3,889	-11%	-$87.1K	0.05%	276
2019 Q1	$785K	Buy	35,199 +4,703	+15%	+$100K	0.07%	252
2018 Q4	$616K	Buy	30,496 +7,597	+33%	+$160K	0.05%	276
2018 Q3	$523K	Buy	+22,899	New	+$518K	0.07%	183

Other funds holding SHRY

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

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

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mariner Independent Advisor Network's SHRY Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2020, closing a stake of 27,545 shares — an estimated $687K sold.

Mariner Independent Advisor Network first reported a position in SHRY in Q3 2018 and held it in 6 quarters. The position peaked at $785K in Q1 2019. 11 funds tracked by Wall St. Rank hold SHRY as of Q1 2020.

Mariner Independent Advisor Network reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 27,545 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2020, an estimated $687K.
Mariner Independent Advisor Network first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2018 and held it in 6 quarters.
Mariner Independent Advisor Network's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $785K in Q1 2019.
11 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.