Patriot Financial Group Insurance Agency’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-817	Closed	-$19K	–	1490
2019 Q2	$19K	Buy	+817	New	+$18.3K	0.01%	665

Other funds holding SHRY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AIP

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHRY Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q3 2019, closing a stake of 817 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in SHRY in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 10 funds tracked by Wall St. Rank hold SHRY as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 817 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q3 2019, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2019 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $19K in Q2 2019.
10 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.