First Heartland Consultants’s ARK Next Generation Technology ETF ARKW Stock Holding History

First Heartland Consultants’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,185	Closed	-$323K	–	527
2025 Q4	$323K	Sell	2,185 -68	-3%	-$11K	0.02%	401
2025 Q3	$393K	Sell	2,253 -13	-0.6%	-$2.06K	0.03%	341
2025 Q2	$335K	Buy	+2,266	New	+$259K	0.03%	362
2021 Q4	–	Sell	-1,560	Closed	-$217K	–	371
2021 Q3	$217K	Hold	1,560	–	–	0.03%	358
2021 Q2	$240K	Hold	1,560	–	–	0.04%	338
2021 Q1	$230K	Buy	+1,560	New	+$252K	0.04%	344

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

First Heartland Consultants's ARKW Position: Q1 2026 in Review

First Heartland Consultants sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2026, closing a stake of 2,185 shares — an estimated $323K sold.

First Heartland Consultants first reported a position in ARKW in Q1 2021 and held it in 6 quarters. The position peaked at $393K in Q3 2025. 225 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

First Heartland Consultants reported no remaining ARK Next Generation Technology ETF position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 2,185 ARK Next Generation Technology ETF shares in Q1 2026, an estimated $323K.
First Heartland Consultants first reported a position in ARK Next Generation Technology ETF in Q1 2021 and held it in 6 quarters.
First Heartland Consultants's ARK Next Generation Technology ETF position peaked at $393K in Q3 2025.
225 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.