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

Morgan Stanley’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
2025
Q2 		– Sell
-150
Closed -$6.08K – 8294
2025
Q1 		$6.08K Buy
+150
New +$6.09K ﹤0.01% 6937
2024
Q1 		– Sell
-2
Closed -$126 – 7989
2023
Q4 		$126 Buy
+2
New +$64 ﹤0.01% 7421

Other funds holding SHRY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Morgan Stanley's SHRY Position: Q2 2025 in Review

Morgan Stanley sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2025, closing a stake of 150 shares — an estimated $6.08K sold.

Morgan Stanley first reported a position in SHRY in Q4 2023 and held it in 2 quarters. The position peaked at $6.08K in Q1 2025. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2025.

  • Morgan Stanley reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 150 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2025, an estimated $6.08K.
  • Morgan Stanley first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2023 and held it in 2 quarters.
  • Morgan Stanley's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $6.08K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.