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First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF

4 hedge funds and large institutions have $2.11M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

70% more capital invested

Capital invested by funds: $1.24M → $2.11M (+$867K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6.49% less ownership

Funds ownership: 16.29%9.81% (-6.5%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$889K +$455K +20,515 +98%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$667K +$687K +31,010 New
LPL Financial
3
LPL Financial
California
$539K -$246K -11,118 -31%
SWP
4
Stratos Wealth Partners
Ohio
$14K +$14.5K +655 New

SHRY Hedge Fund Activity: Q1 2018 in Review

4 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) for Q1 2018, worth a combined $2.11M — up 70% from $1.24M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SHRY positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $687K. The largest seller was LPL Financial, cutting an estimated $246K.

  • 4 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2018, up from 2 in Q4 2017.
  • Funds reported $2.11M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2018, up 70% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2018 and 0 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $687K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2018 was LPL Financial, an estimated $246K sold.

Based on aggregated 13F filings for Q1 2018.