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Stratos Wealth Partners’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-850
Closed -$19K – 2560
2018
Q3 		$19K Buy
+850
New +$19.2K ﹤0.01% 1915
2018
Q2 		– Sell
-655
Closed -$14K – 2638
2018
Q1 		$14K Buy
+655
New +$14.5K ﹤0.01% 2179

Other funds holding SHRY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's SHRY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q4 2018, closing a stake of 850 shares — an estimated $19K sold.

Stratos Wealth Partners first reported a position in SHRY in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 7 funds tracked by Wall St. Rank hold SHRY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 850 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q4 2018, an estimated $19K.
  • Stratos Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $19K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.