SignalPoint Asset Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

SignalPoint Asset Management’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
2022 Q1	–	Sell	-84,461	Closed	-$2.98M	–	249
2021 Q4	$2.98M	Buy	84,461 +5,667	+7%	+$192K	0.91%	25
2021 Q3	$2.52M	Buy	78,794 +11,538	+17%	+$378K	0.8%	30
2021 Q2	$2.46M	Sell	67,256 -196	-0.3%	-$6.2K	0.8%	29
2021 Q1	$2.04M	Buy	67,452 +16,540	+32%	+$478K	0.72%	35
2020 Q4	$1.39M	Buy	50,912 +17,987	+55%	+$466K	0.53%	45
2020 Q3	$789K	Buy	+32,925	New	+$781K	0.33%	68

Other funds holding SHRY

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

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 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

SOS

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SignalPoint Asset Management's SHRY Position: Q1 2022 in Review

SignalPoint Asset Management sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2022, closing a stake of 84,461 shares — an estimated $2.98M sold.

SignalPoint Asset Management first reported a position in SHRY in Q3 2020 and held it in 6 quarters. The position peaked at $2.98M in Q4 2021. 20 funds tracked by Wall St. Rank hold SHRY as of Q1 2022.

SignalPoint Asset Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 84,461 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2022, an estimated $2.98M.
SignalPoint Asset Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2020 and held it in 6 quarters.
SignalPoint Asset Management's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $2.98M in Q4 2021.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2022.

Based on SignalPoint Asset Management's 13F filing for Q1 2022, filed 9 May 2022.