First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
9 hedge funds and large institutions have $3.5M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more capital invested
Capital invested by funds: $2.8M → $3.5M (+$700K)
0.88% more ownership
Funds ownership: 18.53% → 19.41% (+0.88%)
18% less funds holding
Funds holding: 11 → 9 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$161K |
| 2 |
LPL Financial
San Diego,
California
|
+$111K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$59.9K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.6K |
| 3 |
Citigroup
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.51M | +$111K | +5,161 | +8% |
|
|
AIP
2
Ahrens Investment Partners
Lafayette,
Louisiana
| $692K | – | – | – |
|
|
LFAS
3
Level Four Advisory Services
Dallas,
Texas
| $632K | -$59.9K | -2,795 | -9% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $295K | -$25.6K | -1,195 | -8% |
|
|
APA
5
American Portfolios Advisors
Holbrook,
New York
| $260K | +$161K | +7,499 | +186% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $76K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $25K | +$15.4K | +720 | +188% |
|
|
SFPG
8
Stonebridge Financial Planning Group
Orlando,
Florida
| $7K | – | – | – |
|
|
9
Citigroup
New York
| – | -$2K | -100 | Closed |
|
SHRY Hedge Fund Activity: Q2 2020 in Review
9 of the 4,878 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 Q2 2020, worth a combined $3.5M — up 25% from $2.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SHRY and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was American Portfolios Advisors, adding an estimated $161K. The largest seller was Level Four Advisory Services, cutting an estimated $59.9K.
- 9 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2020, down from 11 in Q1 2020.
- Funds reported $3.5M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 0 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2020 and 1 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q2 2020 was American Portfolios Advisors, an estimated $161K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2020 was Level Four Advisory Services, an estimated $59.9K sold.
Based on aggregated 13F filings for Q2 2020.