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Wedbush Ser Tr shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 322k 31.61
2025-09-30 $6.4M 198k 32.12
2025-06-30 $356k 13k 27.11

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ea Series Trust Freedoom 100 Em (FRDM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
First Heartland Consultants
TD Waterhouse Canada
HighTower Advisors
Cetera Investment Advisers
Citadel Advisors
LPL Financial
BXM Wealth
U.S. Capital Wealth Advisors
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott

View all funds holding Wedbush Ser Tr