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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.5B AUM 589 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 241 Added 190 Reduced 63 Exited
Page 7 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DDFD INNOVATOR ETFS TRUST 48,300.0 $965K 0.06% +14K +39.4% $19.98 +1.4%
122 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,988.0 $949K 0.06% +14.0 +0.7% $477.59 -12.3%
123 SMAY FIRST TR EXCHNG TRADED FD VI 33,012.0 $937K 0.06% +433.0 +1.3% $28.38 +0.9%
124 VPU VANGUARD WORLD FDS 4,781.0 $936K 0.06% +786.0 +19.7% $195.72 -5.5%
125 UNP UNION PAC CORP Industrials 3,425.0 $932K 0.06% +432.0 +14.4% $271.97 +13.3%
126 EMLP FIRST TR EXCHANGE TRADED FD 21,077.0 $917K 0.06% +3K +14.6% $43.50 +0.5%
127 IJR ISHARES 5,919.0 $878K 0.06% +51.0 +0.9% $148.30 -0.7%
128 BNDC FLEXSHARES TR 39,311.0 $869K 0.06% +18K +85.8% $22.09 -1.6%
129 YYY AMPLIFY ETF TR 74,788.0 $862K 0.06% +12K +19.2% $11.53 -1.1%
130 TDTT FLEXSHARES TR 35,718.0 $854K 0.06% +19K +107.8% $23.91 -1.3%
131 PDI PIMCO DYNAMIC INCOME FD Financial Services 48,956.0 $818K 0.05% +9K +23.4% $16.70 -9.5%
132 FBT FIRST TR EXCHANGE TRADED FD 3,292.0 $816K 0.05% +52.0 +1.6% $247.90 +9.3%
133 TMSL T ROWE PRICE ETF INC 18,585.0 $815K 0.05% +6K +49.9% $43.85 -0.6%
134 FEBW AIM ETF PRODUCTS TRUST 21,597.0 $768K 0.05% +145.0 +0.7% $35.54 +1.6%
135 WFC WELLS FARGO CO NEW Financial Services 9,166.0 $757K 0.05% +5K +106.2% $82.64 +1.5%
136 MRK MERCK & CO INC NEW Healthcare 5,871.0 $754K 0.05% +107.0 +1.9% $128.50 +18.7%
137 ESLG STRATEGY SHS 25,977.0 $746K 0.05% +3K +10.8% $28.73 +0.8%
138 IEF ISHARES TR 7,682.0 $726K 0.05% +1K +18.0% $94.57 -1.9%
139 RSPN INVESCO EXCHANGE TRADED FD T 11,300.0 $723K 0.05% +377.0 +3.5% $63.99 -1.1%
140 APH AMPHENOL CORP NEW Technology 3,998.0 $705K 0.05% +79.0 +2.0% $176.32 -11.0%
Page 7 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.7%
Technology 21.7%
Consumer Cyclical 8.6%
Industrials 6.7%
Consumer Defensive 5.0%
Healthcare 4.4%
Communication Services 3.4%
Energy 1.5%
Real Estate 1.0%
Utilities 0.8%