First Trust Shareholder YLDSHRYETF
13F holders, Q1 2026 (March 31)15holders −1
2new positions
2sold out
$43.46avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding First Trust Shareholder YLD (SHRY) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($3.1M), Susquehanna International Group, LLP ($2.1M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $642K |
| Exits | 2 | $483K |
All 13F filers, Q4 2025 → Q1 2026: 25,965 shares bought and 17,933 shares sold, net +8,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| LPL Financial LLC | 0.00% | Reduce -5.4% | 70,942 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +26.2% | 48,789 | $2.1M |
| Manchester Financial Inc. | 0.25% | Reduce -3.4% | 30,386 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.29% | Reduce -0.5% | 21,469 | $933K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 19,223 | $835K |
| RFG Advisory, LLC | 0.01% | New | 8,057 | $350K |
| Mariner, LLC | 0.00% | Reduce -1.4% | 7,342 | $319K |
| Independent Advisor Alliance | 0.00% | New | 6,710 | $292K |
| Allworth Financial LP | 0.00% | No change | 5,584 | $243K |
| Harbour Investments, Inc. | 0.00% | Add +152.4% | 1,449 | $63K |
| UBS Group AG | 0.00% | Add +22.2% | 1,135 | $49K |
| Private Trust Co. NA | 0.00% | No change | 1,017 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 928 | $40K |
| Osaic Holdings, Inc. | 0.00% | No change | 541 | $24K |
| Wells Fargo & Company | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is SHRY's weight in each manager's 13F, not the share of First Trust Shareholder YLD the manager owns.