FHC
CHW

First Heartland Consultants’s Calamos Global Dynamic Income Fund CHW Stock Holding History

First Heartland Consultants’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,617
Closed -$97.1K – 524
2025
Q2 		$97.1K Buy
13,617
+45
+0.3% +$296 0.01% 498
2025
Q1 		$86.7K Buy
13,572
+42
+0.3% +$285 0.01% 435
2024
Q4 		$81.3K Buy
13,530
+28
+0.2% +$198 0.01% 441
2024
Q3 		$97K Buy
13,502
+52
+0.4% +$360 0.01% 449
2024
Q2 		$92K Buy
13,450
+823
+7% +$5.45K 0.01% 438
2024
Q1 		$82K Buy
+12,627
New +$77K 0.01% 418
2015
Q1 		– Sell
-14,650
Closed -$135K – 257
2014
Q4 		$135K Sell
14,650
-1,650
-10% -$14.6K 0.06% 237
2014
Q3 		$151K Buy
16,300
+1,650
+11% +$15.8K 0.07% 237
2014
Q2 		$144K Buy
+14,650
New +$137K 0.07% 242

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

First Heartland Consultants's CHW Position: Q3 2025 in Review

First Heartland Consultants sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2025, closing a stake of 13,617 shares — an estimated $97.1K sold.

First Heartland Consultants first reported a position in CHW in Q2 2014 and held it in 9 quarters. The position peaked at $151K in Q3 2014. 96 funds tracked by Wall St. Rank hold CHW as of Q3 2025.

  • First Heartland Consultants reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
  • First Heartland Consultants sold 13,617 Calamos Global Dynamic Income Fund shares in Q3 2025, an estimated $97.1K.
  • First Heartland Consultants first reported a position in Calamos Global Dynamic Income Fund in Q2 2014 and held it in 9 quarters.
  • First Heartland Consultants's Calamos Global Dynamic Income Fund position peaked at $151K in Q3 2014.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.