$660 Million is the total value of First Heartland Consultants, Inc.'s 383 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 29.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $11,104,000 | -13.5% | 207,030 | -14.7% | 1.68% | -17.5% |
| FMB | Sell | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $6,995,000 | -12.9% | 122,125 | -14.1% | 1.06% | -16.9% |
| JSML | Sell | JANUS DETROIT STR TRhendersn cap etf | $6,826,000 | -11.0% | 99,754 | -12.1% | 1.03% | -15.2% |
| FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $5,000,000 | +5.2% | 105,531 | -0.9% | 0.76% | +0.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,786,000 | +6.7% | 17,221 | -1.9% | 0.72% | +1.7% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $4,465,000 | -33.2% | 59,253 | -39.7% | 0.68% | -36.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,159,000 | -4.0% | 18,133 | -7.5% | 0.63% | -8.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,094,000 | -59.1% | 11,552 | -63.2% | 0.62% | -61.0% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $3,962,000 | +1.7% | 25,595 | -3.4% | 0.60% | -3.1% |
| USMV | Sell | ISHARES TRusa min vol etf | $3,938,000 | -1.4% | 53,503 | -7.3% | 0.60% | -5.8% |
| EPD | Sell | ENTERPRISE PROD PARTNERS L | $3,543,000 | +4.8% | 146,837 | -4.4% | 0.54% | 0.0% |
| IVE | Sell | ISHARESs&p 500 val etf | $3,425,000 | +1.8% | 23,197 | -2.7% | 0.52% | -3.0% |
| SPLG | Sell | SPDR SERIES TRUSTportfolio lr etf | $3,407,000 | -28.6% | 67,693 | -33.9% | 0.52% | -31.9% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $3,243,000 | -76.9% | 37,875 | -77.4% | 0.49% | -78.0% |
| FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $3,183,000 | +5.5% | 18,437 | -1.9% | 0.48% | +0.6% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $3,072,000 | -38.5% | 115,222 | -38.6% | 0.46% | -41.4% |
| IWV | Sell | ISHARESrussell 3000 | $2,679,000 | +5.3% | 10,468 | -2.4% | 0.41% | +0.5% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $2,656,000 | -27.1% | 23,934 | -28.0% | 0.40% | -30.6% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,631,000 | +3.3% | 24,826 | -6.7% | 0.40% | -1.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $2,629,000 | -19.2% | 55,691 | -21.7% | 0.40% | -23.0% |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $2,594,000 | -6.7% | 49,151 | -8.0% | 0.39% | -11.1% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,548,000 | -49.6% | 29,663 | -50.3% | 0.39% | -51.9% |
| LMBS | Sell | FIRST TR EXCHANGE TRADED FDfst low oppt etf | $2,466,000 | -55.9% | 48,439 | -55.8% | 0.37% | -57.9% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $2,436,000 | -7.8% | 66,380 | -8.9% | 0.37% | -12.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,424,000 | -24.2% | 10,690 | -24.2% | 0.37% | -27.8% |
| SPY | Sell | SPDR S&P 500 ETF TRunit ser 1 s&p | $2,415,000 | -11.7% | 5,641 | -18.2% | 0.37% | -15.7% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $2,408,000 | -53.3% | 9,835 | -58.4% | 0.36% | -55.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,328,000 | +3.1% | 42,867 | -1.1% | 0.35% | -1.7% |
| VOO | Sell | VANGUARD INDEX FDS | $2,272,000 | -12.5% | 5,774 | -19.0% | 0.34% | -16.7% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $2,221,000 | -7.8% | 71,322 | -9.6% | 0.34% | -12.3% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $2,184,000 | -48.1% | 17,589 | -52.5% | 0.33% | -50.5% |
| NVDA | Sell | NVIDIA CORP | $2,083,000 | +44.6% | 2,604 | -3.5% | 0.32% | +38.0% |
| IVW | Sell | ISHARESs&p 500 grwt etf | $2,051,000 | +11.3% | 28,204 | -0.4% | 0.31% | +6.1% |
| SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $1,976,000 | -2.3% | 22,262 | -5.5% | 0.30% | -6.9% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,790,000 | -5.1% | 5,190 | -9.2% | 0.27% | -9.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,653,000 | +4.0% | 7,417 | -3.6% | 0.25% | -1.2% |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,607,000 | -0.9% | 26,817 | -0.8% | 0.24% | -5.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,535,000 | +7.9% | 3,849 | -3.0% | 0.23% | +3.1% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $1,510,000 | +3.2% | 62,434 | -0.0% | 0.23% | -1.3% |
| MO | Sell | ALTRIA GROUP INC | $1,496,000 | -32.8% | 31,371 | -27.9% | 0.23% | -35.9% |
| SJB | Sell | PROSHARES TRshrt hgh yield | $1,458,000 | -4.3% | 81,318 | -1.5% | 0.22% | -8.7% |
| MRK | Sell | MERCK & CO INC NEW | $1,188,000 | +0.6% | 15,272 | -0.3% | 0.18% | -4.3% |
| HD | Sell | HOME DEPOT INC | $1,180,000 | +1.5% | 3,701 | -2.8% | 0.18% | -3.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,132,000 | -13.5% | 20,206 | -10.2% | 0.17% | -17.8% |
| DIS | Sell | DISNEY WALT CO | $1,066,000 | -21.7% | 6,066 | -17.8% | 0.16% | -25.5% |
| XMLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p midcp low | $940,000 | -39.7% | 17,568 | -41.0% | 0.14% | -42.7% |
| TPHD | Sell | TIMOTHY PLANhig dv stk etf | $917,000 | -9.7% | 30,683 | -12.5% | 0.14% | -13.7% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $785,000 | +8.7% | 3,122 | -21.1% | 0.12% | +3.5% |
| PG | Sell | PROCTER & GAMBLE CO | $691,000 | -38.4% | 5,120 | -38.2% | 0.10% | -41.0% |
| TFI | Sell | SPDR SER TRnuvn brcly muni | $670,000 | -3.2% | 12,864 | -4.0% | 0.10% | -8.2% |
| RWM | Sell | PROSHARES TRshrt russell2000 | $652,000 | -6.1% | 31,109 | -1.2% | 0.10% | -10.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $656,000 | -13.2% | 15,166 | -3.2% | 0.10% | -17.5% |
| TXN | Sell | TEXAS INSTRS INC | $648,000 | -36.5% | 3,369 | -37.6% | 0.10% | -39.5% |
| SBUX | Sell | STARBUCKS CORP | $631,000 | -13.3% | 5,641 | -15.4% | 0.10% | -17.2% |
| PFE | Sell | PFIZER INC | $625,000 | -26.6% | 15,969 | -32.1% | 0.10% | -29.6% |
| WPC | Sell | WP CAREY INC | $626,000 | -32.1% | 8,394 | -35.6% | 0.10% | -35.4% |
| IBM | Sell | INTL BUSINESS MACH | $607,000 | -7.3% | 4,142 | -15.7% | 0.09% | -11.5% |
| MORT | Sell | VANECK VECTORS ETF TR | $597,000 | -36.5% | 30,082 | -39.4% | 0.09% | -39.6% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $584,000 | -13.7% | 3,673 | -21.8% | 0.09% | -18.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $574,000 | +1.1% | 1,450 | -10.0% | 0.09% | -3.3% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $571,000 | -22.1% | 5,736 | -25.5% | 0.09% | -25.9% |
| INTC | Sell | INTEL CORP | $560,000 | -19.5% | 9,976 | -8.3% | 0.08% | -23.4% |
| LQD | Sell | ISHARESiboxx inv cpbd | $559,000 | -31.8% | 4,162 | -34.0% | 0.08% | -34.6% |
| AMGN | Sell | AMGEN INC | $559,000 | -17.6% | 2,294 | -15.8% | 0.08% | -21.3% |
| ITA | Sell | ISHARES TRus aer def etf | $561,000 | +3.5% | 5,119 | -1.6% | 0.08% | -1.2% |
| IYW | Sell | ISHARES TRu.s. tech etf | $550,000 | +10.4% | 5,534 | -2.5% | 0.08% | +5.1% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $547,000 | -45.8% | 4,469 | -47.7% | 0.08% | -48.1% |
| SIVB | Sell | SVB FINANCIAL GROUP | $543,000 | -17.0% | 976 | -26.3% | 0.08% | -21.2% |
| BAC | Sell | BANK OF AMERICA | $538,000 | +3.1% | 13,045 | -3.3% | 0.08% | -2.4% |
| BX | Sell | BLACKSTONE GROUP INC | $510,000 | -13.6% | 5,247 | -33.7% | 0.08% | -18.1% |
| ACWV | Sell | ISHARESmin vol gbl etf | $505,000 | -0.8% | 4,907 | -4.9% | 0.08% | -6.2% |
| ARKF | Sell | ARK ETF TRfintech innova | $489,000 | +5.2% | 9,043 | -0.5% | 0.07% | 0.0% |
| NFLX | Sell | NETFLIX INC | $483,000 | -14.5% | 915 | -15.6% | 0.07% | -18.9% |
| LMT | Sell | LOCKWOOD MARTIN CORP | $479,000 | -8.1% | 1,265 | -10.3% | 0.07% | -12.0% |
| TLT | Sell | ISHAREStreas index fd | $472,000 | -34.1% | 3,272 | -38.1% | 0.07% | -36.8% |
| TDIV | Sell | FIRST TR EXCHANGE TRADED FDnasd tech div | $470,000 | -18.1% | 8,196 | -22.9% | 0.07% | -22.0% |
| IDNA | Sell | ISHARES TRgenomics immun | $462,000 | +13.8% | 8,879 | -0.1% | 0.07% | +7.7% |
| QWLD | Sell | SPDR INDEX SHS FDSmsci wrld strgic | $458,000 | -80.9% | 4,421 | -82.0% | 0.07% | -81.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $456,000 | +2.9% | 3,088 | -7.4% | 0.07% | -1.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $454,000 | -26.3% | 2,542 | -30.6% | 0.07% | -29.6% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $444,000 | -15.4% | 1,229 | -22.6% | 0.07% | -19.3% |
| CAT | Sell | CATERPILLAR INC DEL | $445,000 | -9.6% | 2,043 | -3.8% | 0.07% | -14.1% |
| CSCO | Sell | CISCO SYS INC | $438,000 | -3.1% | 8,263 | -5.5% | 0.07% | -8.3% |
| CVS | Sell | CVS HEALTH CORP | $422,000 | -18.1% | 5,061 | -26.1% | 0.06% | -22.0% |
| USIG | Sell | ISHARES TRusd inv grde etf | $406,000 | +2.5% | 6,699 | -0.1% | 0.06% | -1.6% |
| MBB | Sell | ISHARES TRmbs etf | $412,000 | -18.6% | 3,806 | -18.4% | 0.06% | -22.5% |
| SPHD | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $406,000 | -0.5% | 9,205 | -3.2% | 0.06% | -4.6% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $402,000 | -92.3% | 7,136 | -30.2% | 0.06% | -92.7% |
| TGT | Sell | TARGET CORP | $395,000 | +10.0% | 1,634 | -9.8% | 0.06% | +5.3% |
| C | Sell | CITIGROUP INC | $394,000 | -7.7% | 5,566 | -5.1% | 0.06% | -11.8% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $387,000 | +0.5% | 6,809 | -0.7% | 0.06% | -3.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $384,000 | -34.6% | 7,485 | -34.5% | 0.06% | -37.6% |
| CVX | Sell | CHEVRON CORP NEW | $376,000 | -11.7% | 3,589 | -11.7% | 0.06% | -16.2% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $369,000 | -5.1% | 4,209 | -11.9% | 0.06% | -9.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $341,000 | +1.5% | 1,962 | -3.3% | 0.05% | -1.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $335,000 | -2.9% | 1,667 | -10.4% | 0.05% | -7.3% |
| FDX | Sell | FEDEX CORP | $332,000 | -4.9% | 1,114 | -9.4% | 0.05% | -9.1% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $330,000 | +1.5% | 2,587 | -5.1% | 0.05% | -3.8% |
| ITB | Sell | ISHARES TRus home cons etf | $323,000 | -21.6% | 4,664 | -23.2% | 0.05% | -24.6% |
| WEC | Sell | WEC ENERGY GROUP INC | $325,000 | -5.8% | 3,659 | -0.7% | 0.05% | -10.9% |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $310,000 | -56.3% | 3,573 | -58.1% | 0.05% | -58.4% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $312,000 | -2.5% | 5,227 | -6.5% | 0.05% | -7.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $306,000 | -18.8% | 7,777 | -20.8% | 0.05% | -23.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $292,000 | +0.7% | 3,855 | -3.0% | 0.04% | -4.3% |
| SHAG | Sell | WISDOMTREE TRyield enhanced | $281,000 | -52.3% | 5,491 | -52.5% | 0.04% | -54.3% |
| SPLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 low vol | $286,000 | -9.2% | 4,694 | -13.3% | 0.04% | -14.0% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $285,000 | +2.2% | 1,155 | -5.2% | 0.04% | -2.3% |
| FVRR | Sell | FIVERR INTL LTD | $282,000 | +5.2% | 1,164 | -5.8% | 0.04% | 0.0% |
| GSAH | Sell | GS ACQUISITION HLDGS CORP II | $282,000 | -22.5% | 27,158 | -22.1% | 0.04% | -25.9% |
| SFIG | Sell | WISDOMTREE TRus sht trm corp | $281,000 | -52.2% | 5,448 | -52.5% | 0.04% | -53.8% |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $283,000 | -87.4% | 1,755 | -87.7% | 0.04% | -88.0% |
| CZA | Sell | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $277,000 | -24.5% | 3,076 | -29.5% | 0.04% | -27.6% |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100etf | $271,000 | +5.4% | 6,360 | -3.2% | 0.04% | 0.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $265,000 | -20.2% | 2,750 | -21.4% | 0.04% | -24.5% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $250,000 | -14.1% | 3,321 | -16.9% | 0.04% | -17.4% |
| MMM | Sell | 3M CO | $251,000 | -7.0% | 1,263 | -10.0% | 0.04% | -11.6% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $251,000 | +5.5% | 4,879 | -3.4% | 0.04% | 0.0% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $250,000 | -52.7% | 10,238 | -55.7% | 0.04% | -54.8% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $252,000 | -81.6% | 7,352 | -82.2% | 0.04% | -82.6% |
| MPC | Sell | MARATHON PETE CORP | $246,000 | -13.4% | 4,075 | -23.1% | 0.04% | -17.8% |
| LUV | Sell | SOUTHWEST AIRLS CO | $245,000 | -14.0% | 4,619 | -1.1% | 0.04% | -17.8% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $243,000 | -35.0% | 914 | -34.4% | 0.04% | -37.3% |
| AEP | Sell | AMERICAN ELEC PWR INC | $240,000 | -1.2% | 2,837 | -1.0% | 0.04% | -7.7% |
| ORI | Sell | OLD REP INTL CORP | $231,000 | +10.5% | 9,269 | -3.1% | 0.04% | +6.1% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $229,000 | -26.6% | 2,090 | -34.5% | 0.04% | -30.0% |
| GLD | Sell | SPDR GOLD TRUST | $231,000 | -10.8% | 1,394 | -13.8% | 0.04% | -14.6% |
| PREF | Sell | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $222,000 | -0.9% | 10,725 | -2.5% | 0.03% | -5.6% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $219,000 | -14.1% | 6,729 | -23.0% | 0.03% | -19.5% |
| MDYG | Sell | SPDR SERIES TRUSTs&p 400 mdcp grw | $219,000 | -86.6% | 2,831 | -87.0% | 0.03% | -87.3% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $221,000 | -19.0% | 4,563 | -19.5% | 0.03% | -23.3% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $209,000 | -11.1% | 1,018 | -12.8% | 0.03% | -13.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $208,000 | +2.5% | 1,045 | -3.2% | 0.03% | 0.0% |
| LRCX | Sell | LAM RESEARCH CORP | $209,000 | +4.5% | 321 | -4.5% | 0.03% | 0.0% |
| XSLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p smlcp low | $212,000 | -17.2% | 4,518 | -18.9% | 0.03% | -22.0% |
| FUSE | Exit | FUSION ACQUISITION CORPcl a | $0 | – | -11,953 | -100.0% | -0.02% | – |
| AHAC | Exit | ALPHA HEALTHCARE ACQUISTN COcl a | $0 | – | -10,925 | -100.0% | -0.02% | – |
| THBR | Exit | THUNDER BRDG ACQUISITION II L | $0 | – | -14,444 | -100.0% | -0.02% | – |
| ACIC | Exit | ATLAS CREST INVT CORP | $0 | – | -15,957 | -100.0% | -0.02% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -11,082 | -100.0% | -0.03% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -1,842 | -100.0% | -0.03% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -698 | -100.0% | -0.03% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,729 | -100.0% | -0.03% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -12,936 | -100.0% | -0.03% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -1,010 | -100.0% | -0.03% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,857 | -100.0% | -0.03% | – |
| PTNQ | Exit | PACER FDS TRtrendp 100 etf | $0 | – | -4,035 | -100.0% | -0.03% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -472 | -100.0% | -0.03% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,882 | -100.0% | -0.04% | – |
| ETAC | Exit | E MERGE TECHNOLOGY ACQUISITI | $0 | – | -24,196 | -100.0% | -0.04% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -768 | -100.0% | -0.04% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -402 | -100.0% | -0.04% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -4,998 | -100.0% | -0.04% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -3,595 | -100.0% | -0.04% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -8,015 | -100.0% | -0.04% | – |
| JPUS | Exit | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $0 | – | -2,833 | -100.0% | -0.04% | – |
| DAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us deep | $0 | – | -7,860 | -100.0% | -0.04% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -3,151 | -100.0% | -0.04% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -3,082 | -100.0% | -0.04% | – |
| PSTH | Exit | PERSHING SQUARE TONTINE HLDG | $0 | – | -11,378 | -100.0% | -0.04% | – |
| FDD | Exit | FIRST TR STOXX EUROPEAN SELE | $0 | – | -19,142 | -100.0% | -0.04% | – |
| IEF | Exit | ISHARES7-10 yr trs bd | $0 | – | -2,374 | -100.0% | -0.04% | – |
| IQDG | Exit | WISDOMTREE TRintl qulty div | $0 | – | -7,663 | -100.0% | -0.04% | – |
| SRNGU | Exit | SOARING EAGLE ACQUISITION COunit 02/23/2026 | $0 | – | -28,370 | -100.0% | -0.05% | – |
| CSX | Exit | CSX CORP | $0 | – | -3,223 | -100.0% | -0.05% | – |
| FTHI | Exit | FIRST TR EXCHANGE TRADED FDbuywrit incm etf | $0 | – | -14,945 | -100.0% | -0.05% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -12,892 | -100.0% | -0.05% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -8,897 | -100.0% | -0.05% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -4,815 | -100.0% | -0.05% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -6,595 | -100.0% | -0.05% | – |
| FAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us buffer | $0 | – | -9,560 | -100.0% | -0.06% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -22,830 | -100.0% | -0.06% | – |
| EUDG | Exit | WISDOMTREE TReuro qtly div gr | $0 | – | -12,560 | -100.0% | -0.06% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -12,776 | -100.0% | -0.07% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -7,822 | -100.0% | -0.07% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGD ETFtotal return | $0 | – | -7,842 | -100.0% | -0.07% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -827 | -100.0% | -0.07% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -2,130 | -100.0% | -0.07% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -20,536 | -100.0% | -0.08% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -5,223 | -100.0% | -0.09% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -13,130 | -100.0% | -0.09% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -13,215 | -100.0% | -0.10% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -39,045 | -100.0% | -0.13% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -10,399 | -100.0% | -0.15% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -71,627 | -100.0% | -0.19% | – |
| HYLS | Exit | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $0 | – | -32,968 | -100.0% | -0.26% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -31,097 | -100.0% | -0.29% | – |
| ONLN | Exit | PROSHARES TRonline rtl etf | $0 | – | -29,231 | -100.0% | -0.36% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -132,419 | -100.0% | -1.34% | – |
| FDG | Exit | AMERICAN CENTY ETF TRfocused dynamic | $0 | – | -122,105 | -100.0% | -1.44% | – |
| CXSE | Exit | WISDOMTREE TRchinadiv ex fi | $0 | – | -139,017 | -100.0% | -1.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 3.0% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 6.7% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 2.3% |
| CATERPILLAR INC DEL | 42 | Q3 2023 | 44.0% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 1.5% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 1.5% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 1.7% |
| AT&T INC | 42 | Q3 2023 | 1.3% |
| VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 1.2% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
View First Heartland Consultants, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-11 |
View First Heartland Consultants, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.