Medallion Wealth Advisors
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Medallion Wealth Advisors’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Medallion Wealth Advisors’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 		$63.2K Buy
+1,115
New +$51.4K 0.02% 408

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
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 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
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Medallion Wealth Advisors's SHRY Position: Q3 2026 in Review

Medallion Wealth Advisors opened a new position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q3 2026: 1,115 shares worth $63.2K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

13 funds tracked by Wall St. Rank hold SHRY as of Q3 2026.

  • Medallion Wealth Advisors held 1,115 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $63.2K as of Q3 2026.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF was a new Medallion Wealth Advisors position in Q3 2026.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q3 2026, its #408 holding.
  • 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 Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.