Moloney Securities Asset Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Moloney Securities Asset Management’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
2022 Q2	–	Sell	-7,517	Closed	-$251K	–	431
2022 Q1	$251K	Hold	7,517	–	–	0.05%	342
2021 Q4	$265K	Hold	7,517	–	–	0.05%	347
2021 Q3	$240K	Buy	+7,517	New	+$246K	0.04%	363

Other funds holding SHRY

FPWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

SOS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIP

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Moloney Securities Asset Management's SHRY Position: Q2 2022 in Review

Moloney Securities Asset Management sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2022, closing a stake of 7,517 shares — an estimated $251K sold.

Moloney Securities Asset Management first reported a position in SHRY in Q3 2021 and held it in 3 quarters. The position peaked at $265K in Q4 2021. 22 funds tracked by Wall St. Rank hold SHRY as of Q2 2022.

Moloney Securities Asset Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 7,517 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2022, an estimated $251K.
Moloney Securities Asset Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2021 and held it in 3 quarters.
Moloney Securities Asset Management's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $265K in Q4 2021.
22 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2022.

Based on Moloney Securities Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.