First Heartland Consultants, Inc. First Tr Exchange Traded Fd Fi Transaction History

First Heartland Consultants, Inc.

$877 Million
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$96.27 - $115.04 $171,168 - $204,541	1,778 New	1,778 $204,000
Q2 2022 Jul 12, 2022	SELL	$91.32 - $117.0 $10,775 - $13,806	-118 Reduced 4.6%	2,449 $230,000
Q1 2022 Apr 21, 2022	SELL	$104.66 - $131.4 $179,073 - $224,825	-1,711 Reduced 40.0%	2,567 $298,000
Q4 2021 Feb 11, 2022	SELL	$121.72 - $138.38 $485,419 - $551,859	-3,988 Reduced 48.25%	4,278 $564,000
Q3 2021 Nov 15, 2021	SELL	$119.66 - $130.05 $1.12 Million - $1.21 Million	-9,323 Reduced 53.0%	8,266 $1.02 Million
Q2 2021 Aug 16, 2021	SELL	$109.97 - $125.18 $2.14 Million - $2.43 Million	-19,432 Reduced 52.49%	17,589 $2.18 Million
Q1 2021 May 17, 2021	SELL	$105.48 - $124.89 $1.3 Million - $1.54 Million	-12,359 Reduced 25.03%	37,021 $4.21 Million
Q4 2020 Jan 29, 2021	SELL	$89.8 - $114.12 $573,103 - $728,313	-6,382 Reduced 11.45%	49,380 $5.52 Million
Q3 2020 Oct 21, 2020	BUY	$83.3 - $96.73 $2.35 Million - $2.73 Million	28,189 Added 102.23%	55,762 $5.07 Million
Q2 2020 Jul 16, 2020	BUY	$55.71 - $83.39 $266,405 - $398,770	4,782 Added 20.98%	27,573 $2.3 Million
Q1 2020 May 14, 2020	BUY	$51.51 - $78.0 $14,062 - $21,294	273 Added 1.21%	22,791 $1.35 Million
Q4 2019 Feb 13, 2020	SELL	$63.49 - $73.14 $505,824 - $582,706	-7,967 Reduced 26.13%	22,518 $1.63 Million
Q3 2019 Nov 18, 2019	BUY	$64.56 - $67.06 $155,718 - $161,748	2,412 Added 8.59%	30,485 $1.99 Million
Q2 2019 Aug 12, 2019	BUY	N/A	16,604 Added 144.77%	28,073 $1.87 Million
Q1 2019 May 15, 2019	BUY	N/A	7,135 Added 164.63%	11,469 $733,000
Q4 2018 Feb 12, 2019	SELL	N/A	-360 Reduced 7.67%	4,334 $228,000
Q3 2018 Nov 16, 2018	SELL	N/A	-10 Reduced 0.21%	4,694 $298,000
Q2 2018 Aug 09, 2018	BUY	N/A	170 Added 3.75%	4,704 $265,000
Q1 2018 May 15, 2018	BUY	N/A	4,534 New	4,534 $249,000

Others Institutions Holding FXL

# of Institutions

263

Shares Held

5.82M

Call Options Held

0

Put Options Held

5K

Morgan Stanley New York, NY

703K
Shares

$112 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

583K
Shares

$92.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

496K
Shares

$78.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

429K
Shares

$68.2 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

276K
Shares

$43.8 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.