First Trust Bloomberg Shareholder Yield ETF (SHRY) Institutional Ownership $42.33 -0.19 (-0.46%) As of 09:31 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Bloomberg Shareholder Yield ETF (NASDAQ:SHRY)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$5.12MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$963.79K Get SHRY Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Bloomberg Shareholder Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data SHRY Institutional Buying and Selling by Quarter First Trust Bloomberg Shareholder Yield ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.1,400$59K0.0%+100.0%0.350% 8/14/2025 Raymond James Financial Inc.1,099$47K0.0%N/A0.275% 7/29/2025 Manchester Financial Inc.65,367$2.78M0.6%-10.5%16.342% 7/29/2025 Private Trust Co. NA1,017$43K0.0%N/A0.254% 5/7/2025 LPL Financial LLC81,170$3.29M0.0%-8.7%18.038% 4/23/2025 Golden State Wealth Management LLC846$34K0.0%+100.5%0.188% 4/9/2025 NBC Securities Inc.928$37K0.0%N/A0.206% 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, 12 institutional investors and hedge funds held shares of First Trust Bloomberg Shareholder Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($3.29M), Manchester Financial Inc. ($2.78M), 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 First Trust Bloomberg Shareholder Yield ETF's institutional investors. Which institutional investors have been buying First Trust Bloomberg Shareholder Yield ETF's stock? Of the 10 institutional investors that purchased First Trust Bloomberg Shareholder Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 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), NBC Securities Inc. ($1.86K), and Raymond James Financial Inc. ($1.10K). How much institutional buying is happening at First Trust Bloomberg Shareholder Yield ETF? Institutional investors have bought a total of 124,559 shares in the last 24 months. This purchase volume represents approximately $5.12M in transactions. Which of First Trust Bloomberg Shareholder Yield ETF's 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 ($13.09K), Manchester Financial Inc. ($8.93K), and Citadel Advisors LLC ($1.56K). How much institutional selling is happening at First Trust Bloomberg Shareholder Yield ETF? Institutional investors have sold a total of 23,581 shares in the last 24 months. This volume of shares sold represents approximately $963.79K in transactions. Related Companies COWS Major Shareholders HEQQ Major Shareholders USCF Major Shareholders BUFI Major Shareholders TSEL Major Shareholders GINX Major Shareholders GQQQ Major Shareholders CHGX Major Shareholders ROE Major Shareholders RUNN Major Shareholders This page (NASDAQ:SHRY) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredHe Called Nvidia at $1.10. Now, He Says THIS Stock Will…A new set of 7 AI stocks are DOMINATING the market. 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