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First Trust Bloomberg Shareholder Yield ETF (SHRY)

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ISINUS33738R7614
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2017
AUM$0.02 billion
ProviderFirst Trust
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

First Trust Bloomberg Shareholder Yield ETF Price Chart

Live Price (Delayed)
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Description

The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. The index is designed to track the performance of the securities of U.S.large- and mid-cap companies.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Altria Group
5.20%
๐Ÿ“ˆ Ameriprise Financial Inc
3.43%
๐Ÿ“ˆ Caterpillar Inc
3.23%
๐Ÿ“ˆ CSX Corporation
3.07%
๐Ÿ“ˆ HP Inc
3.65%
๐Ÿ“ˆ MetLife Inc
4.47%
๐Ÿ“ˆ TE Connectivity Ltd
3.13%
๐Ÿ“ˆ United Parcel Service Inc
3.18%
๐Ÿ“ˆ Charter Communications Inc
3.82%
๐Ÿ“ˆ Comcast Corp
3.32%

Sector Allocation

โšก Energy
6.64%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
4.68%
๐Ÿ’ป Technology
27.65%
๐Ÿ—๏ธ Industrials
17.85%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
0.84%
๐Ÿ“Š Consumer Cyclicals
3.93%
๐Ÿ“Š Consumer Defensive
12.77%
๐Ÿ“Š Financial Services
16.20%
๐Ÿ“ก Communication Services
9.44%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.04%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
96.61%
๐Ÿ’ฐ Stock non-US
3.35%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month7.92%
3 Months1.45%
6 Months-1.91%
1 Year8.58%
3 Years49.23%
5 Years109.24%
Since Inception135.63%

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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