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Tortoise Capital Series Trus shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.6M 249k 10.60

More positions owned by First Heartland Consultants

Spdr Series Trust Portfolio Lr Etf (SPYM)
Etf Ser Solutions Aptus Collared (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ea Series Trust Freedoom 100 Em (FRDM)
Ishares S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for First Heartland Consultants

Top funds holding Tortoise Capital Series Trus

Bank of America Corporation
Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
LPL Financial
Baird Financial
Parkside Financial Bank & Trust
Royal Bank of Canada
Savant Capital Management
Warren Averett Asset Management
Captrust Financial Advisors
Northern Trust
Ignite Planners
First Heartland Consultants

View all funds holding Tortoise Capital Series Trus