First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
21 hedge funds and large institutions have $21.4M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 0 closing their positions.
24% more funds holding
Funds holding: 17 → 21 (+4)
20% more capital invested
Capital invested by funds: $17.8M → $21.4M (+$3.54M)
1.63% more ownership
Funds ownership: 62.1% → 63.74% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$696K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$578K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$352K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$207K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$375K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$82.6K |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$54.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.1K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$44.9K |
SHRY Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 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 2021, worth a combined $21.4M — up 20% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHRY positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $696K. The largest seller was FSB Premier Wealth Management, cutting an estimated $375K.
- 21 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2021, up from 17 in Q3 2021.
- Funds reported $21.4M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q4 2021 was LPL Financial, an estimated $696K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2021 was FSB Premier Wealth Management, an estimated $375K sold.
Based on aggregated 13F filings for Q4 2021.