First Trust Shareholder YLDSHRYETF
13F holders, Q4 2024 (December 31)19holders
1new positions
1sold out
1famous investor
$39.76avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($3.5M), Manchester Financial Inc. ($3.4M) and Susquehanna International Group, LLP ($1.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $250K |
| Exits | 1 | $223K |
All 13F filers, Q3 2024 → Q4 2024: 18,852 shares bought and 14,220 shares sold, net +4,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.00% | Reduce -5.7% | 88,867 | $3.5M |
| Manchester Financial Inc. | 0.75% | Reduce -1.4% | 86,532 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +41.5% | 41,854 | $1.7M |
| FSB Premier Wealth Management, Inc. | 0.34% | Add +0.0% | 21,539 | $856K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,343 | $808K |
| Citadel Advisors | 0.00% | Reduce -14.4% | 9,315 | $370K |
| Mariner, LLC | 0.00% | No change | 8,627 | $343K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 8,038 | $319K |
| Clarus Wealth Advisors | 0.14% | Reduce -2.3% | 7,338 | $290K |
| Independent Advisor Alliance | 0.00% | New | 6,283 | $250K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $229K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.6% | 1,257 | $50K |
| Geneos Wealth Management Inc. | 0.00% | No change | 700 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 634 | $25K |
| Golden State Wealth Management, LLC | 0.00% | — | 422 | $17K |
| UBS Group AG | 0.00% | Add +317.1% | 367 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 250 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 62 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.