First Trust Shareholder YLD (SHRY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares68,885 from 71,488

Change-2,603 (-4%)

Value$3.1M (+$6.4K)

Filed 2026-11-06

Manchester Financial Inc

UNCHANGED

Shares9,339 from 9,339

Change0 (0%)

Value$415.1K (+$15.9K)

Filed 2026-10-15

RFG Advisory, LLC

DECREASED

Shares5,781 from 5,866

Change-85 (-1%)

Value$256.9K (+$6.2K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares5,584 from 5,584

Change0 (0%)

Value$238.6K ($0)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares1,017 from 1,017

Change0 (0%)

Value$45.2K (+$1.7K)

Filed 2026-10-20

Lanark Financial, Inc.

INCREASED

Shares929 from 928

Change+1 (+0%)

Value$41.3K (+$1.6K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,114

Change-2,114 (-100%)

Value$0 (-$91.1K)

Filed 2026-11-02

FSB Premier Wealth Management, Inc.

N/A

Shares— from 21,473

Change-21,473 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 19,223

Change-19,223 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,295

Change-11,295 (-100%)

Value—

N/A

Shares— from 7,343

Change-7,343 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,024

Change-2,024 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,449

Change-1,449 (-100%)

Value—

N/A

Shares— from 951

Change-951 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	68,885	71,488	-2,603	-4%	$3.1M	$3.1M	+$6.4K	2026-11-06
Manchester Financial Inc	UNCHANGED	9,339	9,339	0	0%	$399.1K	$415.1K	+$15.9K	2026-10-15
RFG Advisory, LLC	DECREASED	5,781	5,866	-85	-1%	$250.7K	$256.9K	+$6.2K	2026-11-03
Allworth Financial LP	UNCHANGED	5,584	5,584	0	0%	$238.6K	$238.6K	$0	2026-11-06
Private Trust Co NA	UNCHANGED	1,017	1,017	0	0%	$43.5K	$45.2K	+$1.7K	2026-10-20
Lanark Financial, Inc.	INCREASED	929	928	+1	+0%	$39.7K	$41.3K	+$1.6K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	2,114	-2,114	-100%	$91.1K	$0	-$91.1K	2026-11-02
FSB Premier Wealth Management, Inc.	N/A	—	21,473	-21,473	-100%	$917.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	19,223	-19,223	-100%	$821.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,295	-11,295	-100%	$482.7K	—	—	—
Mariner, LLC	N/A	—	7,343	-7,343	-100%	$313.8K	—	—	—
IFG Advisory, LLC	N/A	—	2,024	-2,024	-100%	$86.5K	—	—	—
Harbour Investments, Inc.	N/A	—	1,449	-1,449	-100%	$61.9K	—	—	—
UBS Group AG	N/A	—	951	-951	-100%	$40.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	250	-250	-100%	$10.7K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$38	—	—	—

Showing 16 of 16 institutions