First Trust Shareholder YLDSHRYETF
13F holders, Q1 2025 (March 31)17holders −2
1new positions
3sold out
1famous investor
$40.52avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($3.3M), Manchester Financial Inc. ($3.0M) and Susquehanna International Group, LLP ($1.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 3 | $542K |
All 13F filers, Q4 2024 → Q1 2025: 1,706 shares bought and 49,656 shares sold, net −47,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.00% | Reduce -8.7% | 81,170 | $3.3M |
| Manchester Financial Inc. | 0.67% | Reduce -15.6% | 73,022 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 31,706 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.34% | Add +0.0% | 21,541 | $874K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,343 | $825K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 8,038 | $322K |
| Mariner, LLC | 0.00% | Reduce -10.5% | 7,720 | $313K |
| Citadel Advisors | 0.00% | Reduce -39.8% | 5,604 | $227K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $219K |
| Osaic Holdings, Inc. | 0.00% | Add +80.7% | 2,271 | $92K |
| Lanark Financial, Inc. | 0.00% | — | 928 | $37K |
| UBS Group AG | 0.00% | Add +146.9% | 906 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 700 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 634 | $26K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.2% | 423 | $17K |
| Morgan Stanley | 0.00% | New | 150 | $6K |
| Wells Fargo & Company | 0.00% | No change | 1 | $33 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.