First Heartland Consultants’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,894	Closed	-$207K	–	353
2022 Q1	$207K	Sell	6,894 -166,338	-96%	-$4.92M	0.03%	332
2021 Q4	$5.48K	Sell	173,232 -9,438	-5%	-$294K	0.21%	35
2021 Q3	$5.41M	Sell	182,670 -70,557	-28%	-$2.13M	0.82%	30
2021 Q2	$7.56M	Buy	253,227 +1,758	+0.7%	+$51.4K	1.15%	19
2021 Q1	$7.04M	Buy	+251,469	New	+$6.85M	1.12%	22

Other funds holding BKMC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Heartland Consultants's BKMC Position: Q2 2022 in Review

First Heartland Consultants sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2022, closing a stake of 6,894 shares — an estimated $207K sold.

First Heartland Consultants first reported a position in BKMC in Q1 2021 and held it in 5 quarters. The position peaked at $7.56M in Q2 2021. 15 funds tracked by Wall St. Rank hold BKMC as of Q2 2022.

First Heartland Consultants reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 6,894 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2022, an estimated $207K.
First Heartland Consultants first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2021 and held it in 5 quarters.
First Heartland Consultants's BNY Mellon US Mid Cap Core Equity ETF position peaked at $7.56M in Q2 2021.
15 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.