First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
17 hedge funds and large institutions have $10.6M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
3.35% less ownership
Funds ownership: 61.6% → 58.25% (-3.3%)
11% less funds holding
Funds holding: 19 → 17 (-2)
13% less capital invested
Capital invested by funds: $12.2M → $10.6M (-$1.63M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$56.9K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$41.2K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
+$37.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$21.9K |
| 5 |
Morgan Stanley
New York
|
+$6.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
-$549K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$412K |
| 3 |
LPL Financial
San Diego,
California
|
-$313K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$290K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$250K |
SHRY Hedge Fund Activity: Q1 2025 in Review
17 of the 7,459 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 2025, worth a combined $10.6M — down 13% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SHRY and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was Geneos Wealth Management, adding an estimated $56.9K. The largest seller was Manchester Financial, cutting an estimated $549K.
- 17 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2025, down from 19 in Q4 2024.
- Funds reported $10.6M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $56.9K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2025 was Manchester Financial, an estimated $549K sold.
Based on aggregated 13F filings for Q1 2025.