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

Strategic Blueprint’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
Q3 		– Sell
-2,722
Closed -$88K – 1364
2021
Q2 		$88K Buy
+2,722
New +$86.1K 0.01% 526

Other funds holding SHRY

FSB Premier Wealth Management
FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SignalPoint Asset Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Moloney Securities Asset Management
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Strategic Blueprint's SHRY Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q3 2021, closing a stake of 2,722 shares — an estimated $88K sold.

Strategic Blueprint first reported a position in SHRY in Q2 2021 and held it in 1 quarter. The position peaked at $88K in Q2 2021. 17 funds tracked by Wall St. Rank hold SHRY as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 2,722 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q3 2021, an estimated $88K.
  • Strategic Blueprint first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $88K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.