First Trust Shareholder YLDSHRYETF
13F holders, Q2 2026 (June 30)16holders +1
2new positions
2sold out
$42.74avg. 13F price*
At the end of Q2 2026, 16 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($3.1M), FSB Premier Wealth Management, Inc. ($918K) and Goldman Sachs Group Inc. ($822K).
- Company
- First Trust Shareholder YLD
- CUSIP
- 33738R761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $178K |
| Exits | 2 | $315K |
All 13F filers, Q1 2026 → Q2 2026: 4,689 shares bought and 68,167 shares sold, net −63,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.00% | Add +0.8% | 71,488 | $3.1M |
| FSB Premier Wealth Management, Inc. | 0.26% | Add +0.0% | 21,473 | $918K |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,223 | $822K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.8% | 11,295 | $483K |
| Manchester Financial Inc. | 0.07% | Reduce -69.3% | 9,339 | $399K |
| Mariner, LLC | 0.00% | Add +0.0% | 7,343 | $314K |
| RFG Advisory, LLC | 0.00% | Reduce -27.2% | 5,866 | $251K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $239K |
| International Assets Investment Management, LLC | 0.01% | New | 2,114 | $91K |
| IFG Advisory, LLC | 0.00% | New | 2,024 | $86K |
| Harbour Investments, Inc. | 0.00% | No change | 1,449 | $62K |
| Private Trust Co. NA | 0.00% | No change | 1,017 | $43K |
| UBS Group AG | 0.00% | Reduce -16.2% | 951 | $41K |
| Lanark Financial, Inc. | 0.00% | No change | 928 | $40K |
| Global Retirement Partners, LLC | 0.00% | — | 250 | $11K |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.