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

Verus Capital 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
2020 Q1	$42K	Sell	2,245 -45	-2%	-$1.04K	0.01%	549
2019 Q4	$57K	Buy	+2,290	New	+$54.6K	0.02%	561

Other funds holding SHRY

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Verus Capital Partners's SHRY Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 2% in Q1 2020, selling an estimated $1.04K and leaving 2,245 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #549.

Verus Capital Partners first reported a position in SHRY in Q4 2019 and has held it in 2 quarters since. The position peaked at $57K in Q4 2019. 11 funds tracked by Wall St. Rank hold SHRY as of Q1 2020.

Verus Capital Partners held 2,245 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $42K as of Q1 2020.
Verus Capital Partners sold 45 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2020, an estimated $1.04K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #549 holding.
Verus Capital Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $57K in Q4 2019.
11 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.