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

UBS 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
2026
Q1 		$49.3K Buy
1,135
+206
+22% +$9K ﹤0.01% 7373
2025
Q4 		$38.9K Buy
929
+576
+163% +$24.1K ﹤0.01% 7357
2025
Q3 		$15.1K Sell
353
-283
-44% -$12K ﹤0.01% 8331
2025
Q2 		$27K Sell
636
-270
-30% -$10.9K ﹤0.01% 8240
2025
Q1 		$36.7K Buy
906
+539
+147% +$21.9K ﹤0.01% 7810
2024
Q4 		$14.6K Buy
367
+279
+317% +$11.6K ﹤0.01% 8085
2024
Q3 		$3.63K Buy
+88
New +$3.49K ﹤0.01% 8242
2024
Q2 		– Sell
-226
Closed -$8.64K – 10221
2024
Q1 		$8.64K Sell
226
-1,027
-82% -$36.7K ﹤0.01% 7319
2023
Q4 		$43.2K Sell
1,253
-233
-16% -$7.44K ﹤0.01% 6628
2023
Q3 		$46K Buy
1,486
+1,098
+283% +$35.6K ﹤0.01% 6339
2023
Q2 		$12.6K Sell
388
-1,051
-73% -$32.5K ﹤0.01% 7068
2023
Q1 		$44.6K Sell
1,439
-2,116
-60% -$65.5K ﹤0.01% 6543
2022
Q4 		$106K Sell
3,555
-1,784
-33% -$52.8K ﹤0.01% 6042
2022
Q3 		$143K Buy
5,339
+3,907
+273% +$117K ﹤0.01% 5400
2022
Q2 		$41K Buy
1,432
+929
+185% +$28.7K ﹤0.01% 6077
2022
Q1 		$17K Buy
503
+216
+75% +$7.17K ﹤0.01% 7674
2021
Q4 		$10K Sell
287
-260
-48% -$8.81K ﹤0.01% 8804
2021
Q3 		$17K Buy
+547
New +$17.9K ﹤0.01% 7358
2021
Q2 		– Sell
-179
Closed -$5K – 9899
2021
Q1 		$5K Sell
179
-349
-66% -$10.1K ﹤0.01% 8340
2020
Q4 		$14K Buy
528
+492
+1,367% +$12.8K ﹤0.01% 7232
2020
Q3 		$1K Sell
36
-1,066
-97% -$25.3K ﹤0.01% 7851
2020
Q2 		$25K Buy
1,102
+720
+188% +$15.4K ﹤0.01% 6411
2020
Q1 		$7K Buy
382
+254
+198% +$5.86K ﹤0.01% 7167
2019
Q4 		$3K Sell
128
-346
-73% -$8.25K ﹤0.01% 7769
2019
Q3 		$11K Buy
474
+375
+379% +$8.61K ﹤0.01% 7122
2019
Q2 		$2K Sell
99
-1,197
-92% -$26.8K ﹤0.01% 7644
2019
Q1 		$29K Buy
1,296
+982
+313% +$20.9K ﹤0.01% 5980
2018
Q4 		$6K Buy
+314
New +$6.61K ﹤0.01% 7496
2018
Q3 		– Sell
-235
Closed -$5K – 8320
2018
Q2 		$5K Buy
+235
New +$5.13K ﹤0.01% 7485

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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group's SHRY Position: Q1 2026 in Review

UBS Group increased its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 22% in Q1 2026, buying an estimated $9K and bringing the position to 1,135 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7373.

UBS Group first reported a position in SHRY in Q2 2018 and has held it in 29 quarters since. The position peaked at $143K in Q3 2022. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

  • UBS Group held 1,135 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $49.3K as of Q1 2026.
  • UBS Group bought 206 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2026, an estimated $9K.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7373 holding.
  • UBS Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2018 and has held it in 29 quarters since.
  • UBS Group's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $143K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.