Raymond James Financial’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Raymond James Financial’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 Q3	–	Sell	-1,099	Closed	-$46.7K	–	6867
2025 Q2	$46.7K	Buy	+1,099	New	+$44.5K	﹤0.01%	5209

Other funds holding SHRY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

FSB Premier Wealth Management Waterloo, Iowa $375M AUM 14.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Raymond James Financial's SHRY Position: Q3 2025 in Review

Raymond James Financial sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q3 2025, closing a stake of 1,099 shares — an estimated $46.7K sold.

Raymond James Financial first reported a position in SHRY in Q2 2025 and held it in 1 quarter. The position peaked at $46.7K in Q2 2025. 15 funds tracked by Wall St. Rank hold SHRY as of Q3 2025.

Raymond James Financial reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 1,099 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q3 2025, an estimated $46.7K.
Raymond James Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2025 and held it in 1 quarter.
Raymond James Financial's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $46.7K in Q2 2025.
15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.