FHC
ARKK icon

First Heartland Consultants’s ARK Innovation ETF ARKK Stock Holding History

First Heartland Consultants’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Sell
5,456
-6,003
-52% -$459K 0.03% 355
2026
Q1 		$775K Sell
11,459
-1,208
-10% -$89.6K 0.06% 219
2025
Q4 		$974K Sell
12,667
-698
-5% -$57.8K 0.07% 192
2025
Q3 		$1.15M Buy
13,365
+329
+3% +$25.1K 0.09% 163
2025
Q2 		$916K Buy
13,036
+1,538
+13% +$84.8K 0.08% 177
2025
Q1 		$547K Buy
11,498
+2,999
+35% +$172K 0.06% 220
2024
Q4 		$482K Buy
8,499
+369
+5% +$19.8K 0.05% 244
2024
Q3 		$386K Sell
8,130
-472
-5% -$21.2K 0.04% 287
2024
Q2 		$378 Sell
8,602
-3,281
-28% -$147K 0.03% 305
2024
Q1 		$595K Sell
11,883
-396
-3% -$19.3K 0.06% 224
2023
Q4 		$643K Sell
12,279
-536
-4% -$23.2K 0.08% 182
2023
Q3 		$508K Buy
12,815
+2,741
+27% +$121K 0.06% 207
2023
Q2 		$445K Buy
10,074
+2,005
+25% +$79.7K 0.06% 229
2023
Q1 		$326K Buy
8,069
+81
+1% +$3.1K 0.05% 268
2022
Q4 		$250K Sell
7,988
-651
-8% -$23.3K 0.04% 314
2022
Q3 		$325 Sell
8,639
-446
-5% -$19.9K 0.03% 241
2022
Q2 		$362K Sell
9,085
-753
-8% -$35.8K 0.06% 224
2022
Q1 		$652K Sell
9,838
-6
-0.1% -$423 0.1% 156
2021
Q4 		$931 Sell
9,844
-674
-6% -$73.6K 0.04% 124
2021
Q3 		$1.16M Sell
10,518
-440
-4% -$53K 0.18% 117
2021
Q2 		$1.43M Buy
10,958
+1,954
+22% +$228K 0.22% 111
2021
Q1 		$1.08M Buy
+9,004
New +$1.22M 0.17% 122

Other funds holding ARKK

MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return