FHC
ADME icon

First Heartland Consultants’s Aptus Behavioral Momentum ETF ADME Stock Holding History

First Heartland Consultants’s Portfolio ADME Stock Details ADME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-198,764
Closed -$8.83M – 505
2025
Q1 		$8.83M Buy
198,764
+3,892
+2% +$182K 0.91% 29
2024
Q4 		$9.1M Sell
194,872
-12,243
-6% -$578K 0.93% 28
2024
Q3 		$9.57M Sell
207,115
-255
-0.1% -$11.4K 1.03% 25
2024
Q2 		$9.07K Buy
207,370
+3,298
+2% +$138K 0.63% 31
2024
Q1 		$8.57M Sell
204,072
-73,855
-27% -$2.97M 0.89% 33
2023
Q4 		$10.7M Buy
277,927
+4,129
+2% +$150K 1.29% 17
2023
Q3 		$9.6M Sell
273,798
-131,928
-33% -$4.8M 1.21% 19
2023
Q2 		$14.8M Sell
405,726
-7,267
-2% -$255K 1.92% 11
2023
Q1 		$14.3M Sell
412,993
-7,282
-2% -$248K 2.15% 9
2022
Q4 		$14.1M Sell
420,275
-137,057
-25% -$4.71M 2.27% 8
2022
Q3 		$18.6K Buy
557,332
+8,308
+2% +$295K 1.59% 6
2022
Q2 		$19M Buy
549,024
+9,403
+2% +$352K 2.97% 5
2022
Q1 		$22.1M Buy
539,621
+15,651
+3% +$639K 3.42% 4
2021
Q4 		$22.7K Buy
+523,970
New +$21.9M 0.86% 6

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

First Heartland Consultants's ADME Position: Q2 2025 in Review

First Heartland Consultants sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2025, closing a stake of 198,764 shares — an estimated $8.83M sold.

First Heartland Consultants first reported a position in ADME in Q4 2021 and held it in 14 quarters. The position peaked at $22.1M in Q1 2022. 52 funds tracked by Wall St. Rank hold ADME as of Q2 2025.

  • First Heartland Consultants reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • First Heartland Consultants sold 198,764 Aptus Behavioral Momentum ETF shares in Q2 2025, an estimated $8.83M.
  • First Heartland Consultants first reported a position in Aptus Behavioral Momentum ETF in Q4 2021 and held it in 14 quarters.
  • First Heartland Consultants's Aptus Behavioral Momentum ETF position peaked at $22.1M in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2025.

Based on First Heartland Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.