FHC
AKRE

First Heartland Consultants’s Akre Focus ETF AKRE Stock Holding History

First Heartland Consultants’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$462K Hold
8,770
– – 0.03% 354
2026
Q2 		$466K Sell
8,770
-159
-2% -$8.59K 0.03% 337
2026
Q1 		$472K Sell
8,929
-269
-3% -$15.6K 0.04% 295
2025
Q4 		$603K Buy
+9,198
New +$595K 0.05% 256

Other funds holding AKRE

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

First Heartland Consultants's AKRE Position: Q3 2026 in Review

First Heartland Consultants held its Akre Focus ETF (AKRE) position steady in Q3 2026 at 8,770 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #354.

First Heartland Consultants first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • First Heartland Consultants held 8,770 shares of Akre Focus ETF worth $462K as of Q3 2026.
  • First Heartland Consultants left its Akre Focus ETF share count unchanged in Q3 2026.
  • Akre Focus ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #354 holding.
  • First Heartland Consultants first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • First Heartland Consultants's Akre Focus ETF position peaked at $603K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.