Latest Period
Q1 2026
Security Snapshot
FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) Institutional Ownership
CUSIP: 33738R761
13F Institutional Holders and Ownership History from Q2 2017 to Q2 2026
Institutions Reporting
15
Shares (Excl. Options)
223,573
Price
$43.46
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- Security type / class
- Equity / FIRST TR BLOOMBE
- Symbol
- SHRY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 223,573
- Total 13F value
- $9,715,769
- Portfolio coverage rank
- 0%
- Share change
- +8,032
- Value change
- +$364,295
- Number of holders
- 15
- SEC-reported price per share
- $42.75
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SHRY - FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE is tracked under CUSIP 33738R761.
- 15 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 15 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $9,715,769 to $780,637.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 15 institutions filings for Q1 2026.
Security key
33738R761
Latest holder period
Q1 2026
13F holders
15
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738R761:
As of 31 Mar 2026, 15 institutional investors reported holding 223,573 shares of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
37
Latest
Q1 2026
Rows shown
1-25 of 37
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 18,247 | $780,637 | -$901,947 | $42.75 | 4 |
| 2026 Q1 | 223,573 | $9,715,769 | +$364,295 | $43.46 | 15 |
| 2025 Q4 | 215,791 | $9,046,409 | +$78,926 | $41.91 | 16 |
| 2025 Q3 | 213,915 | $9,180,415 | +$177,834 | $42.92 | 15 |
| 2025 Q2 | 209,798 | $8,906,779 | -$2,101,703 | $42.46 | 16 |
| 2025 Q1 | 260,741 | $10,563,915 | -$1,895,101 | $40.56 | 17 |
| 2024 Q4 | 308,013 | $12,245,933 | +$138,106 | $39.74 | 19 |
| 2024 Q3 | 303,887 | $12,541,637 | +$384,065 | $41.29 | 19 |
| 2024 Q2 | 295,245 | $11,195,468 | -$2,632,978 | $37.89 | 18 |
| 2024 Q1 | 364,724 | $13,928,591 | +$1,890,126 | $38.21 | 19 |
| 2023 Q4 | 314,817 | $10,854,154 | -$313,128 | $34.49 | 17 |
| 2023 Q3 | 312,688 | $9,672,964 | +$881,224 | $30.94 | 16 |
| 2023 Q2 | 295,263 | $9,561,725 | -$335,640 | $32.40 | 17 |
| 2023 Q1 | 317,213 | $9,828,394 | -$2,709,037 | $30.99 | 20 |
| 2022 Q4 | 406,704 | $12,119,291 | +$1,098,610 | $29.84 | 22 |
| 2022 Q3 | 376,152 | $10,088,545 | -$2,074,821 | $26.75 | 21 |
| 2022 Q2 | 444,163 | $12,722,562 | +$2,398,007 | $28.46 | 20 |
| 2022 Q1 | 354,729 | $11,689,412 | -$9,280,636 | $33.37 | 18 |
| 2021 Q4 | 605,485 | $21,377,760 | +$1,644,364 | $35.29 | 20 |
| 2021 Q3 | 558,922 | $17,839,144 | +$1,525,602 | $31.92 | 16 |
| 2021 Q2 | 510,938 | $16,746,483 | -$744,581 | $32.19 | 14 |
| 2021 Q1 | 536,715 | $16,247,373 | +$102,723 | $30.27 | 14 |
| 2020 Q4 | 530,203 | $14,511,902 | +$932,207 | $27.34 | 13 |
| 2020 Q3 | 232,060 | $5,543,278 | +$1,834,886 | $23.94 | 12 |
| 2020 Q2 | 155,278 | $3,496,264 | +$210,255 | $22.56 | 8 |