First Heartland Consultants, Inc. Reduced Holdings in Q4 2024

First Heartland Consultants, Inc.

  • $962 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-112
- 4.97%
$239.6 - $268.88 $26.8K - $30.1K
2.14K $513K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1K
- 7.46%
$31.23 - $33.51 $31.3K - $33.5K
12.4K $390K
FBT
First Trust Nyse Arca Biotechn

ETFs
-189
- 5.29%
$161.65 - $178.69 $30.6K - $33.8K
3.38K $562K
FTSL
First Trust Senior Ln Fund

ETFs
-1.5K
- 2.91%
$45.9 - $46.48 $68.7K - $69.6K
49.9K $2.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-140
- 27.89%
$563.99 - $620.12 $79K - $86.8K
362 $206K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-364
- 7.23%
$114.77 - $127.28 $41.8K - $46.3K
4.67K $540K
VBR
Vanguard Small Cap Value ETF

ETFs
-219
- 11.62%
$197.36 - $217.3 $43.2K - $47.6K
1.67K $329K
NIO
Nio Inc.

Consumer Cyclical
-440
- 2.61%
$4.31 - $7.21 $1.9K - $3.17K
16.4K $71K
EAPR
Innovator Etfs Tr Emerging Mkt
-530
- 2.2%
$25.87 - $27.33 $13.7K - $14.5K
23.6K $610K
WFC
Wells Fargo & Company

Financial Services
-1.66K
- 30.22%
$54.98 - $77.35 $91K - $128K
3.82K $268K
EXC
Exelon Corp

Utilities
-128
- 1.85%
$36.22 - $40.97 $4.64K - $5.24K
6.79K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 1.41%
$288.47 - $316.54 $5.19K - $5.7K
1.26K $365K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-335
- 6.5%
$51.58 - $52.91 $17.3K - $17.7K
4.82K $249K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-176
- 2.0%
$43.44 - $45.05 $7.65K - $7.93K
8.64K $375K
XLE
Energy Sector Spdr

ETFs
-183
- 6.91%
$83.32 - $97.27 $15.2K - $17.8K
2.47K $211K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-46
- 1.83%
$108.6 - $115.42 $5K - $5.31K
2.47K $270K
HYG
Ishares Tr

ETFs
-133
- 3.37%
$78.09 - $80.04 $10.4K - $10.6K
3.81K $299K
BR
Broadridge Financial Solutions, Inc.

Technology
-166
- 8.08%
$209.64 - $236.44 $34.8K - $39.2K
1.89K $427K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-88
- 0.87%
$49.79 - $51.14 $4.38K - $4.5K
10K $501K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-336
- 7.16%
$46.38 - $47.95 $15.6K - $16.1K
4.35K $208K
ORI
Old Republic International Corp

Financial Services
-556
- 4.28%
$34.4 - $38.98 $19.1K - $21.7K
12.4K $450K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-60
- 2.14%
$86.65 - $94.9 $5.2K - $5.69K
2.74K $237K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-240
- 3.74%
$69.3 - $74.3 $16.6K - $17.8K
6.19K $441K
IBM
International Business Machines Corp

Technology
-9
- 0.41%
$204.9 - $238.04 $1.84K - $2.14K
2.17K $477K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-259
- 3.3%
$36.3 - $37.43 $9.4K - $9.69K
7.59K $282K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-19
- 0.18%
$25.35 - $25.53 $482 - $485
10.4K $264K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-182
- 1.52%
$42.26 - $43.93 $7.69K - $8K
11.8K $509K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-164
- 2.11%
$26.5 - $28.18 $4.35K - $4.62K
7.6K $210K
DE
Deere & CO

Industrials
-2
- 0.1%
$389.45 - $466.0 $779 - $932
1.98K $838K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-195
- 2.46%
$89.97 - $98.59 $17.5K - $19.2K
7.73K $734K
UPLD
Upland Software, Inc.

Technology
-819
- 6.78%
$2.13 - $5.31 $1.74K - $4.35K
11.3K $48K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-200
- 9.26%
$123.8 - $167.8 $24.8K - $33.6K
1.96K $246K
LUV
Southwest Airlines CO

Industrials
-148
- 2.07%
$28.99 - $34.84 $4.29K - $5.16K
6.99K $234K
BK
Bank Of New York Mellon Corp

Financial Services
-30
- 0.55%
$70.82 - $81.87 $2.12K - $2.46K
5.39K $413K
EMR
Emerson Electric CO

Industrials
-65
- 2.58%
$108.13 - $134.33 $7.03K - $8.73K
2.46K $304K
ISRG
Intuitive Surgical Inc

Healthcare
-41
- 2.32%
$471.27 - $550.62 $19.3K - $22.6K
1.73K $902K
ET
Energy Transfer LP

Energy
-281
- 2.38%
$16.05 - $19.86 $4.51K - $5.58K
11.5K $225K
BX
Blackstone Inc.

Financial Services
-172
- 4.79%
$148.45 - $199.05 $25.5K - $34.2K
3.42K $588K
DIS
Walt Disney CO

Communication Services
-424
- 6.78%
$92.39 - $117.6 $39.2K - $49.9K
5.83K $649K
BAC
Bank Of America Corp

Financial Services
-314
- 2.11%
$39.22 - $47.77 $12.3K - $15K
14.6K $640K
MA
Mastercard Inc

Financial Services
-24
- 1.2%
$491.3 - $536.15 $11.8K - $12.9K
1.98K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.5K
- 1.9%
$66.77 - $71.52 $634K - $680K
491K $33.9M
GOOGL
Alphabet Inc.

Communication Services
-693
- 8.25%
$161.86 - $196.66 $112K - $136K
7.71K $1.46M
IYY
Ishares Tr

ETFs
-111
- 0.47%
$138.14 - $149.13 $15.3K - $16.6K
23.6K $3.38M
AXON
Axon Enterprise, Inc.

Industrials
-26
- 3.6%
$399.22 - $689.78 $10.4K - $17.9K
697 $414K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-298
- 0.8%
$58.39 - $67.04 $17.4K - $20K
36.9K $2.34M
V
Visa Inc.

Financial Services
-470
- 6.25%
$273.87 - $320.91 $129K - $151K
7.06K $2.23M
WMT
Walmart Inc.

Consumer Defensive
-2.22K
- 5.59%
$79.1 - $95.7 $176K - $213K
37.5K $3.39M
JPM
Jpmorgan Chase & CO

Financial Services
-136
- 1.59%
$205.18 - $250.29 $27.9K - $34K
8.4K $2.01M
Activity Summary
Buys All Purchases 273 New Holdings 65 Increased Positions 208 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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