First Trust Shareholder YLDSHRYETF
13F holders, Q2 2025 (June 30)16holders −1
2new positions
4sold out
$42.45avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($3.2M), Manchester Financial Inc. ($2.8M) and FSB Premier Wealth Management, Inc. ($915K).
- Company
- First Trust Shareholder YLD
- CUSIP
- 33738R761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $90K |
| Exits | 4 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,821 shares bought and 54,014 shares sold, net −51,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.00% | Reduce -8.0% | 74,643 | $3.2M |
| Manchester Financial Inc. | 0.58% | Reduce -10.5% | 65,367 | $2.8M |
| FSB Premier Wealth Management, Inc. | 0.33% | Add +0.0% | 21,545 | $915K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,343 | $864K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -0.2% | 8,021 | $341K |
| Mariner, LLC | 0.00% | Add +0.0% | 7,721 | $328K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $237K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 1,400 | $59K |
| Raymond James Financial Inc. | 0.00% | New | 1,099 | $47K |
| Private Trust Co. NA | 0.00% | New | 1,017 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 928 | $39K |
| UBS Group AG | 0.00% | Reduce -29.8% | 636 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 634 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.2% | 609 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 250 | $11K |
| Wells Fargo & Company | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.