First Heartland Consultants
CEFS icon

First Heartland Consultants’s Saba Opportunistically Hedged 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
Q3 		$283K Buy
11,553
+1,137
+11% +$28.6K 0.02% 496
2026
Q2 		$267K Buy
10,416
+987
+10% +$24.4K 0.02% 506
2026
Q1 		$213K Buy
+9,429
New +$217K 0.02% 496

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Columbus Macro
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XML Financial
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Arete Wealth Advisors
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Partners Wealth Management
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Farther Finance Advisors
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Independent Financial Group
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Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

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

First Heartland Consultants increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 11% in Q3 2026, buying an estimated $28.6K and bringing the position to 11,553 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #496.

First Heartland Consultants first reported a position in CEFS in Q1 2026 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

  • First Heartland Consultants held 11,553 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $283K as of Q3 2026.
  • First Heartland Consultants bought 1,137 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $28.6K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #496 holding.
  • First Heartland Consultants first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q1 2026 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

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