First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
7 hedge funds and large institutions have $3.19M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
12% more capital invested
Capital invested by funds: $2.83M → $3.19M (+$352K)
4.32% more ownership
Funds ownership: 13.77% → 18.09% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$310K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$282K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$160K |
| 4 |
LPL Financial
San Diego,
California
|
+$68.1K |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$8.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.2M | +$68.1K | +3,239 | +6% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.03M | +$310K | +14,728 | +39% |
|
|
MIAN
3
Mariner Independent Advisor Network
Overland Park,
Kansas
| $616K | +$160K | +7,597 | +33% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $262K | +$282K | +13,411 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $67K | – | – | – |
|
|
CWA
6
Clarus Wealth Advisors
Peoria,
Arizona
| $8K | +$8.41K | +400 | New |
|
7
UBS Group
Zurich,
Switzerland
| $6K | +$6.61K | +314 | New |
|
|
SWP
8
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$19K | -850 | Closed |
|
SHRY Hedge Fund Activity: Q4 2018 in Review
7 of the 4,489 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 Q4 2018, worth a combined $3.19M — up 12% from $2.83M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SHRY positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $310K. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $19K sold.
- 7 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2018, up from 5 in Q3 2018.
- Funds reported $3.19M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2018 and 1 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $310K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2018 was Stratos Wealth Partners, an estimated $19K sold.
Based on aggregated 13F filings for Q4 2018.