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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$41.3K Buy
929
+1
+0.1% +$46 ﹤0.01% 1370
2026
Q2
$39.7K Hold
928
– – ﹤0.01% 1374
2026
Q1
$40.4K Hold
928
– – ﹤0.01% 1403
2025
Q4
$38.9K Hold
928
– – ﹤0.01% 1456
2025
Q3
$39.9K Hold
928
– – ﹤0.01% 1421
2025
Q2
$39K Hold
928
– – ﹤0.01% 1417
2025
Q1
$37K Buy
+928
New +$37.7K ﹤0.01% 1262
2024
Q4
– Sell
-928
Closed -$38K – 2126
2024
Q3
$38K Hold
928
– – ﹤0.01% 1262
2024
Q2
$35K Hold
928
– – ﹤0.01% 1248
2024
Q1
$35K Hold
928
– – ﹤0.01% 1242
2023
Q4
$32K Buy
928
+1
+0.1% +$32 ﹤0.01% 1285
2023
Q3
$28K Buy
+927
New +$30.1K ﹤0.01% 1320

Other funds holding SHRY

NBC Securities's SHRY Position: Q3 2026 in Review

NBC Securities increased its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 0.11% in Q3 2026, buying an estimated $46 and bringing the position to 929 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

NBC Securities first reported a position in SHRY in Q3 2023 and has held it in 12 quarters since. 3 funds tracked by Wall St. Rank hold SHRY as of Q3 2026.

  • NBC Securities held 929 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $41.3K as of Q3 2026.
  • NBC Securities bought 1 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF share in Q3 2026, an estimated $46.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1370 holding.
  • NBC Securities first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • 3 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 NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.