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First Trust Shareholder YLD (SHRY)

CUSIP: 33738R761 | NYSE | 57 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC68,885
0.0% of portfolio›$3.1M
Manchester Financial Inc9,339
0.1% of portfolio›$415.1K
RFG Advisory, LLC5,781
0.0% of portfolio›$256.9K
Allworth Financial LP5,584
0.0% of portfolio›$238.6K
Private Trust Co NA1,017
0.0% of portfolio›$45.2K
Lanark Financial, Inc.929
0.0% of portfolio›$41.3K
StyleTurnoverLocationFiled
LPL Financial LLC
68,885$3.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Manchester Financial Inc
9,339$415.1K0.1%ETFMediumWestlake Village, CA2026-10-15
RFG Advisory, LLC
5,781$256.9K0.0%ETFMediumBirmingham, AL2026-11-03
Allworth Financial LP
5,584$238.6K0.0%IndexLowFolsom, CA2026-11-06
Private Trust Co NA
1,017$45.2K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
929$41.3K0.0%CoreMediumBirmingham, AL2026-10-26