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First Trust Bloomberg Shareholder Yield ETF (SHRY) Institutional Ownership

$41.03 -0.42 (-1.01%)
As of 02/21/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Bloomberg Shareholder Yield ETF (NASDAQ:SHRY)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.94M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$327.02K
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SHRY Institutional Buying and Selling by Quarter

First Trust Bloomberg Shareholder Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Citadel Advisors LLC9,315$370K0.0%-14.4%2.070%
2/14/2025 Susquehanna International Group LLP41,854$1.66M0.0%+41.5%9.301%
2/11/2025 LPL Financial LLC88,867$3.53M0.0%-5.7%19.748%
2/7/2025 Independent Advisor Alliance6,283$250K0.0%N/A1.396%
1/30/2025 Manchester Financial Inc.86,532$3.44M0.8%-1.4%17.306%
10/24/2024 Manchester Financial Inc.87,802$3.63M0.8%N/A17.560%
10/23/2024 Allworth Financial LP5,584$231K0.0%N/A1.117%
10/15/2024 NBC Securities Inc.928$38K0.0%N/A0.186%
10/9/2024 Clarus Wealth Advisors7,510$307K0.2%N/A1.502%
(Data available from 1/1/2016 forward)

SHRY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHRY shares?

During the previous two years, the following institutional investors and hedge funds held shares of First Trust Bloomberg Shareholder Yield ETF shares: LPL Financial LLC ($3.53M), Manchester Financial Inc. ($3.44M), Susquehanna International Group LLP ($1.66M), Citadel Advisors LLC ($370K), Clarus Wealth Advisors ($307K), Independent Advisor Alliance ($250K), and Allworth Financial LP ($231K).Learn more on SHRY's institutional investors.

Which institutional investors have been buying First Trust Bloomberg Shareholder Yield ETF stock?

The following institutional investors have purchased First Trust Bloomberg Shareholder Yield ETF stock in the last 24 months: Manchester Financial Inc. ($87.80K), Susquehanna International Group LLP ($12.28K), Clarus Wealth Advisors ($7.51K), Independent Advisor Alliance ($6.28K), Allworth Financial LP ($5.58K), and NBC Securities Inc. ($928.00).

How much institutional buying is happening at First Trust Bloomberg Shareholder Yield ETF?

Institutional investors have bought a total of 120,391 shares in the last 24 months. This purchase volume represents approximately $4.94M in transactions.

Which First Trust Bloomberg Shareholder Yield ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Bloomberg Shareholder Yield ETF stock in the last 24 months: LPL Financial LLC ($5.40K), Citadel Advisors LLC ($1.56K), and Manchester Financial Inc. ($1.27K).

How much institutional selling is happening at First Trust Bloomberg Shareholder Yield ETF?

Institutional investors have sold a total of 8,229 shares in the last 24 months. This volume of shares sold represents approximately $327.02K in transactions.



This page (NASDAQ:SHRY) was last updated on 2/22/2025 by MarketBeat.com Staff
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