First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
7 hedge funds and large institutions have $3.13M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2% less capital invested
Capital invested by funds: $3.19M → $3.13M (-$53K)
1.47% less ownership
Funds ownership: 18.09% → 16.61% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$702K |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$100K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$53.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.9K |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$3.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.15M | -$211K | -9,879 | -16% |
|
|
MIAN
2
Mariner Independent Advisor Network
Overland Park,
Kansas
| $785K | +$100K | +4,703 | +15% |
|
|
AIP
3
Ahrens Investment Partners
Lafayette,
Louisiana
| $728K | +$702K | +32,911 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $355K | +$53.2K | +2,495 | +19% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $77K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $29K | +$20.9K | +982 | +313% |
|
|
CWA
7
Clarus Wealth Advisors
Peoria,
Arizona
| $12K | +$3.2K | +150 | +38% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.03M | -52,935 | Closed |
|
SHRY Hedge Fund Activity: Q1 2019 in Review
7 of the 4,621 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 2019, worth a combined $3.13M — down 1.7% from $3.19M a quarter earlier.
Fund positioning in SHRY was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $702K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.03M sold.
- 7 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $3.13M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2019, down 1.7% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2019 and 1 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2019 was Ahrens Investment Partners, an estimated $702K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2019.