FHC
CEFS icon

First Heartland Consultants’s Saba Closed-End Funds ETF CEFS Stock Holding History

First Heartland Consultants’s Portfolio CEFS Stock Details CEFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Buy
10,416
+987
+10% +$24.4K 0.02% 506
2026
Q1 		$213K Buy
+9,429
New +$217K 0.02% 496

Other funds holding CEFS

AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

First Heartland Consultants's CEFS Position: Q2 2026 in Review

First Heartland Consultants increased its Saba Closed-End Funds ETF (CEFS) stake by 10% in Q2 2026, buying an estimated $24.4K and bringing the position to 10,416 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #506.

First Heartland Consultants first reported a position in CEFS in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • First Heartland Consultants held 10,416 shares of Saba Closed-End Funds ETF worth $267K as of Q2 2026.
  • First Heartland Consultants bought 987 Saba Closed-End Funds ETF shares in Q2 2026, an estimated $24.4K.
  • Saba Closed-End Funds ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #506 holding.
  • First Heartland Consultants first reported a position in Saba Closed-End Funds ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.