FIRST TR EXCHANGE-TRADED FD (SHRY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
17
Reporting holders
$7.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $3.1M | 71,488 | 0.00% | 31q | +0.8%+$23.3K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $917.7K | 21,473 | 0.26% | 23q | HELD |
| GOLDMAN SACHS GROUP INC | $821.5K | 19,223 | 0.00% | 20q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $482.7K | 11,295 | 0.00% | 4q | -76.8%-$1.6M |
| MANCHESTER FINANCIAL INC | $399.1K | 9,339 | 0.07% | 17q | -69.3%-$899.5K |
| Mariner, LLC | $313.8K | 7,343 | 0.00% | 16q | HELD |
| RFG Advisory, LLC | $250.7K | 5,866 | 0.00% | 2q | -27.2%-$93.6K |
| Allworth Financial LP | $238.6K | 5,584 | 0.00% | 10q | HELD |
| Integrated Wealth Concepts LLC | $110.9K | 2,596 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91.1K | 2,114 | 0.01% | new | NEW |
| IFG Advisory, LLC | $86.5K | 2,024 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $61.9K | 1,449 | 0.00% | 21q | HELD |
| PRIVATE TRUST CO NA | $43.5K | 1,017 | 0.00% | 5q | HELD |
| UBS Group AG | $40.6K | 951 | 0.00% | 8q | -16.2%-$7.9K |
| LANARK FINANCIAL, INC. | $39.7K | 928 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $10.7K | 250 | 0.00% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $38 | 1 | 0.00% | 15q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $7.0M | 162,941 | 3 | 1 | 5 | 0.0% |
| Q1 2026 | 15 | $9.7M | 223,574 | 2 | 4 | 5 | 0.0% |
| Q4 2025 | 16 | $9.0M | 215,791 | 1 | 3 | 4 | 0.0% |
| Q3 2025 | 15 | $9.2M | 213,915 | 1 | 1 | 3 | 0.0% |
| Q2 2025 | 15 | $8.9M | 208,870 | 2 | 0 | 5 | 0.0% |
| Q1 2025 | 16 | $10.6M | 261,213 | 1 | 3 | 5 | 0.0% |
| Q4 2024 | 19 | $12.2M | 308,013 | 2 | 2 | 5 | 0.0% |
| Q3 2024 | 17 | $12.3M | 297,549 | 1 | 2 | 7 | 0.0% |
| Q2 2024 | 17 | $11.2M | 294,317 | 0 | 2 | 6 | 0.0% |
| Q1 2024 | 18 | $13.9M | 363,796 | 1 | 3 | 9 | 0.0% |
| Q4 2023 | 18 | $10.8M | 313,892 | 2 | 0 | 8 | 0.0% |
| Q3 2023 | 16 | $9.6M | 311,762 | 0 | 4 | 5 | 0.0% |
| Q2 2023 | 16 | $7.9M | 244,053 | 2 | 2 | 6 | 0.0% |
| Q1 2023 | 17 | $7.7M | 249,526 | 0 | 3 | 11 | 0.0% |
| Q4 2022 | 18 | $10.2M | 341,406 | 3 | 2 | 7 | 0.0% |
| Q3 2022 | 22 | $10.1M | 376,214 | 1 | 7 | 8 | 0.0% |
| Q2 2022 | 21 | $12.8M | 446,839 | 4 | 5 | 6 | 0.0% |
| Q1 2022 | 19 | $11.7M | 357,405 | 3 | 3 | 7 | 0.0% |
| Q4 2021 | 20 | $22.3M | 630,481 | 4 | 4 | 7 | 0.0% |
| Q3 2021 | 16 | $17.8M | 558,922 | 5 | 2 | 5 | 0.0% |
| Q2 2021 | 14 | $16.7M | 510,938 | 3 | 2 | 3 | 0.0% |
| Q1 2021 | 14 | $16.2M | 536,715 | 2 | 3 | 7 | 0.0% |
| Q4 2020 | 13 | $15.7M | 574,291 | 0 | 4 | 4 | 0.0% |
| Q3 2020 | 12 | $5.5M | 232,060 | 4 | 1 | 4 | 0.0% |
| Q2 2020 | 8 | $3.5M | 155,278 | 0 | 3 | 2 | 0.0% |
| Q1 2020 | 10 | $2.8M | 148,233 | 2 | 3 | 1 | 0.0% |
| Q4 2019 | 12 | $4.9M | 194,751 | 1 | 1 | 6 | 0.0% |
| Q3 2019 | 10 | $4.8M | 206,486 | 2 | 3 | 4 | 0.0% |
| Q2 2019 | 9 | $8.6M | 379,331 | 3 | 1 | 4 | 0.0% |
| Q1 2019 | 7 | $3.1M | 141,221 | 1 | 4 | 1 | 0.0% |
| Q4 2018 | 7 | $3.2M | 162,794 | 0 | 0 | 0 | 0.0% |