FHC
DBMF icon

First Heartland Consultants’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

First Heartland Consultants’s Portfolio DBMF Stock Details DBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,635
Closed -$350 – 461
2024
Q2 		$350 Sell
11,635
-145
-1% -$4.28K 0.02% 316
2024
Q1 		$338K Sell
11,780
-6,921
-37% -$187K 0.04% 314
2023
Q4 		$482K Sell
18,701
-14,283
-43% -$396K 0.06% 217
2023
Q3 		$953K Buy
32,984
+1,185
+4% +$33K 0.12% 147
2023
Q2 		$879K Sell
31,799
-209,273
-87% -$5.6M 0.11% 149
2023
Q1 		$6.34M Buy
241,072
+77,231
+47% +$2.16M 0.95% 24
2022
Q4 		$4.77M Sell
163,841
-120,752
-42% -$3.92M 0.77% 30
2022
Q3 		$9.66K Buy
+284,593
New +$9.18M 0.83% 13

Other funds holding DBMF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return