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Stonebridge Financial Planning Group’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Stonebridge Financial Planning Group’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
2021
Q1 		– Sell
-300
Closed -$8K – 448
2020
Q4 		$8K Hold
300
– – 0.01% 338
2020
Q3 		$7K Hold
300
– – 0.01% 336
2020
Q2 		$7K Hold
300
– – 0.01% 338
2020
Q1 		$6K Hold
300
– – 0.01% 345
2019
Q4 		$7K Buy
+300
New +$7.15K 0.01% 312

Other funds holding SHRY

FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Stonebridge Financial Planning Group's SHRY Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2021, closing a stake of 300 shares — an estimated $8K sold.

Stonebridge Financial Planning Group first reported a position in SHRY in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 14 funds tracked by Wall St. Rank hold SHRY as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2021, an estimated $8K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2019 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $8K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.