First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
22 hedge funds and large institutions have $12.1M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.
20% more capital invested
Capital invested by funds: $10.1M → $12.1M (+$2.03M)
4.69% more ownership
Funds ownership: 57.88% → 62.57% (+4.7%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less funds holding
Funds holding: 23 → 22 (-1)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$700K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$69.2K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$13.3K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$237 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$238K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$199K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$175K |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$105K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$74.2K |
SHRY Hedge Fund Activity: Q4 2022 in Review
22 of the 6,237 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 2022, worth a combined $12.1M — up 20% from $10.1M a quarter earlier.
Fund positioning in SHRY was balanced in Q4 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 9 trimmed.
The largest buyer was Silver Oak Securities, adding an estimated $1.26M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $238K sold.
- 22 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2022, down from 23 in Q3 2022.
- Funds reported $12.1M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2022 and 2 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $1.26M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2022 was Flow Traders U.S., an estimated $238K sold.
Based on aggregated 13F filings for Q4 2022.