First Trust Shareholder YLDSHRYETF
13F holders, Q1 2024 (March 31)19holders
1famous investor
$38.19avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings. The largest holders were Manchester Financial Inc. ($3.7M), Susquehanna International Group, LLP ($3.2M) and LPL Financial LLC ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Shareholder YLD
- CUSIP
- 33738R761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $223K |
| Exits | 1 | $63 |
Ownership 19 holders
| Manchester Financial Inc. | 0.96% | Reduce -6.4% | 96,328 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +405.3% | 84,836 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 62,180 | $2.4M |
| Citadel Advisors | 0.00% | Add +1.6% | 33,431 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.38% | Reduce -8.3% | 21,527 | $823K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,343 | $777K |
| Mariner, LLC | 0.00% | Reduce -16.5% | 9,912 | $379K |
| Clarus Wealth Advisors | 0.18% | Reduce -23.8% | 8,603 | $320K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -0.8% | 8,064 | $308K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 8,041 | $307K |
| Allworth Financial LP | 0.00% | New | 5,834 | $223K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.9% | 1,874 | $72K |
| Lanark Financial, Inc. | 0.00% | No change | 928 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 808 | $31K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $31K |
| Wells Fargo & Company | 0.00% | Add +51700.0% | 518 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 409 | $16K |
| UBS Group AG | 0.00% | Reduce -82.0% | 226 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 62 | $2K |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.