FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2017 to Q4 2025

Type / Class
Equity / FIRST TR BLOOMBE
Symbol
SHRY
Price per share
$42.18
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
213,915
Total reported value
$9,180,415
% of total 13F portfolios
0%
Share change
+4,117
Value change
+$177,834
Number of holders
15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 15 institutional investors reported holding 213,915 shares of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY).

Institutional Holders of FIRST TR EXCHANGE TRADED FD - FIRST TR BLOOMBE (SHRY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,180 $387,242 +$49,861 $42.18 1
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
2020 Q1 148,233 $2,796,087 -$1,255,272 $18.84 10
2019 Q4 194,751 $4,859,000 -$353,541 $24.95 12
2019 Q3 206,486 $4,778,000 -$709,628 $23.19 10
2019 Q2 237,151 $5,410,000 +$2,187,517 $22.77 9
2019 Q1 141,221 $3,133,000 -$333,683 $22.12 7
2018 Q4 162,794 $3,186,000 +$759,603 $19.44 7
2018 Q3 123,955 $2,834,000 +$1,961,877 $22.86 5
2018 Q2 38,149 $835,000 -$1,283,816 $21.71 3
2018 Q1 98,093 $2,109,000 +$882,516 $21.50 4
2017 Q4 57,031 $1,242,000 -$579,058 $21.77 2
2017 Q3 88,091 $1,800,000 -$199,384 $20.45 2
2017 Q2 97,883 $1,934,000 +$1,934,000 $19.76 1