First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
17 hedge funds and large institutions have $17.8M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more funds holding
Funds holding: 15 → 17 (+2)
7% more capital invested
Capital invested by funds: $16.7M → $17.8M (+$1.09M)
5.33% more ownership
Funds ownership: 56.77% → 62.1% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 2 |
Goldman Sachs
New York
|
+$666K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$378K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$340K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$1.24M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$247K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$215K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$88K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$24.9K |
SHRY Hedge Fund Activity: Q3 2021 in Review
17 of the 5,713 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 Q3 2021, worth a combined $17.8M — up 6.5% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHRY positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.51M. The largest seller was FSB Premier Wealth Management, cutting an estimated $1.24M.
- 17 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2021, up from 15 in Q2 2021.
- Funds reported $17.8M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2021, up 6.5% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q3 2021 was LPL Financial, an estimated $1.51M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2021 was FSB Premier Wealth Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2021.