Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Bloomberg Shareholder Yield ETF(SHRY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SHRY
10/28/2026: SHRY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
SHRY provides exposure to U.S. companies that return capital to shareholders through dividends, buybacks, and debt reduction, rather than focusing solely on dividends. Its primary strength is a disciplined, factor-based strategy that identifies financially robust companies, offering a more comprehensive approach to income than traditional dividend funds. It is best used as a core holding for income-focused investors who value capital discipline and cash flow. Key risks include equity market volatility, sector concentration, and potential reduction in buyback activity during economic downturns. It is most suitable for long-term investors seeking income and value-oriented total returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund prioritizes capital appreciation, its focus on value-oriented metrics may result in underperformance during growth-led market rallies. |
| Momentum investor | Weak fit | The fund's focus on fundamental shareholder yield is not designed to capture short-term momentum or price trends. |
| Value investor | Strong fit | The fund's emphasis on high cash flow and capital return is highly aligned with value-oriented investment principles. |
| Dividend/Income investor | Strong fit | It is an excellent choice for income-focused investors looking for a broader approach to cash distribution than simple dividends. |
| Low-risk investor | Mixed fit | While dividend-paying stocks often show lower volatility, the fund remains exposed to general equity market risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term income-oriented individual seeking total return and exposure to high-cash-flow companies.
Suitability
SHRY is best suited for long-term investors holding the asset as a core or satellite position within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price fluctuations of the broader stock market. |
| Market risk | Medium / high | Broad economic downturns can negatively impact all companies, regardless of their share buyback or dividend policies. |
| Concentration | Medium | The fund's factor-based screening might result in temporary over-weighting in certain value-heavy sectors. |
| Tracking/expense | Low | The management fee is slightly higher than pure passive index funds, which can create a small drag on long-term performance. |
| Liquidity | Low | The fund invests in highly liquid large-cap stocks, ensuring ease of trading. |
| Business/sector quality | Low | The focus on cash-flow-positive companies generally improves the overall quality of the underlying portfolio. |
Risk Analysis
Volatility
SHRY typically experiences moderate volatility, generally lower than the broad market due to the quality tilt of the stocks it holds.
Market Risk
The fund is inherently exposed to equity market risk, specifically risks associated with dividend-paying sectors like financials and energy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity - Large Cap | Diversified U.S. Equities | 98 | The portfolio focuses on large-cap U.S. companies selected for their ability to return cash to shareholders. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity and to manage daily inflows and outflows. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.85% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.