First Trust Shareholder YLDSHRYETF
13F holders, Q4 2025 (December 31)16holders +1
1new positions
0sold out
$41.92avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($3.1M), Susquehanna International Group, LLP ($1.6M) and Manchester Financial Inc. ($1.3M).
- Company
- First Trust Shareholder YLD
- CUSIP
- 33738R761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $96K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 4,811 shares bought and 2,935 shares sold, net +1,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.00% | Reduce -1.6% | 74,993 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +1.9% | 38,672 | $1.6M |
| Manchester Financial Inc. | 0.25% | Reduce -4.7% | 31,458 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.29% | Add +0.1% | 21,579 | $904K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,343 | $853K |
| Silver Oak Securities, Incorporated | 0.03% | Add +14.8% | 9,180 | $387K |
| Mariner, LLC | 0.00% | Add +0.0% | 7,449 | $312K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $234K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,293 | $96K |
| Private Trust Co. NA | 0.00% | No change | 1,017 | $43K |
| UBS Group AG | 0.00% | Add +163.2% | 929 | $39K |
| Lanark Financial, Inc. | 0.00% | No change | 928 | $39K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.5% | 574 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 541 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 250 | $10K |
| Wells Fargo & Company | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.