First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
14 hedge funds and large institutions have $16.2M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $14.5M → $16.2M (+$1.74M)
0.77% more ownership
Funds ownership: 62.38% → 63.14% (+0.77%)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$478K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$414K |
| 3 |
LPL Financial
San Diego,
California
|
+$316K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$95.8K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$413K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$413K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$234K |
| 4 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$85.6K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$41.2K |
SHRY Hedge Fund Activity: Q1 2021 in Review
14 of the 5,696 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 2021, worth a combined $16.2M — up 12% from $14.5M a quarter earlier.
Fund positioning in SHRY was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 7 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $478K. The largest seller was Level Four Advisory Services, cutting an estimated $413K.
- 14 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $16.2M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2021 and 3 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 2021 was SignalPoint Asset Management, an estimated $478K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2021 was Level Four Advisory Services, an estimated $413K sold.
Based on aggregated 13F filings for Q1 2021.