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

NewEdge 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
2024 Q3	–	Sell	-8,041	Closed	-$305K	–	3966
2024 Q2	$305K	Hold	8,041	–	–	﹤0.01%	1711
2024 Q1	$307K	Sell	8,041 -400	-5%	-$14.3K	﹤0.01%	1630
2023 Q4	$293K	Hold	8,441	–	–	﹤0.01%	1553
2023 Q3	$261K	Hold	8,441	–	–	﹤0.01%	1499
2023 Q2	$274K	Buy	+8,441	New	+$261K	﹤0.01%	1496

Other funds holding SHRY

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

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

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

FPWM

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SOS

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

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

NewEdge Advisors's SHRY Position: Q3 2024 in Review

NewEdge Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q3 2024, closing a stake of 8,041 shares — an estimated $305K sold.

NewEdge Advisors first reported a position in SHRY in Q2 2023 and held it in 5 quarters. The position peaked at $307K in Q1 2024. 19 funds tracked by Wall St. Rank hold SHRY as of Q3 2024.

NewEdge Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 8,041 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q3 2024, an estimated $305K.
NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2023 and held it in 5 quarters.
NewEdge Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $307K in Q1 2024.
19 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.