FHC
DRSK icon

First Heartland Consultants’s Aptus Defined Risk ETF DRSK Stock Holding History

First Heartland Consultants’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2M Buy
1,085,759
+97,717
+10% +$2.81M 2.02% 7
2026
Q1 		$27M Buy
988,042
+23,079
+2% +$648K 2.07% 6
2025
Q4 		$27.5M Buy
964,963
+62,540
+7% +$1.83M 2.08% 6
2025
Q3 		$26M Buy
902,423
+34,944
+4% +$1M 2.1% 5
2025
Q2 		$24.9M Buy
867,479
+83,825
+11% +$2.32M 2.22% 7
2025
Q1 		$21.4M Buy
783,654
+20,389
+3% +$567K 2.21% 5
2024
Q4 		$20.9M Buy
763,265
+201,526
+36% +$5.64M 2.15% 7
2024
Q3 		$15.9M Buy
561,739
+119,230
+27% +$3.31M 1.71% 15
2024
Q2 		$12K Buy
442,509
+10,127
+2% +$268K 0.83% 20
2024
Q1 		$11.5M Sell
432,382
-318,377
-42% -$8.27M 1.2% 19
2023
Q4 		$18.9M Buy
750,759
+2,396
+0.3% +$57.3K 2.28% 7
2023
Q3 		$17.4M Sell
748,363
-138,489
-16% -$3.41M 2.2% 7
2023
Q2 		$22M Sell
886,852
-10,385
-1% -$263K 2.86% 5
2023
Q1 		$23.3M Buy
897,237
+5,863
+0.7% +$152K 3.5% 3
2022
Q4 		$22.8M Sell
891,374
-77,240
-8% -$1.98M 3.68% 2
2022
Q3 		$24.6K Buy
968,614
+5,454
+0.6% +$145K 2.11% 4
2022
Q2 		$25.3M Sell
963,160
-37,948
-4% -$1.02M 3.97% 2
2022
Q1 		$28M Buy
1,001,108
+44,462
+5% +$1.26M 4.34% 2
2021
Q4 		$27.6K Buy
+956,646
New +$27.9M 1.05% 4

Other funds holding DRSK

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

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

First Heartland Consultants increased its Aptus Defined Risk ETF (DRSK) stake by 9.9% in Q2 2026, buying an estimated $2.81M and bringing the position to 1,085,759 shares worth $31.2M. The position accounts for 2.02% of the portfolio, ranked #7.

First Heartland Consultants first reported a position in DRSK in Q4 2021 and has held it in 19 quarters since. 28 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • First Heartland Consultants held 1,085,759 shares of Aptus Defined Risk ETF worth $31.2M as of Q2 2026.
  • First Heartland Consultants bought 97,717 Aptus Defined Risk ETF shares in Q2 2026, an estimated $2.81M.
  • Aptus Defined Risk ETF made up 2.02% of First Heartland Consultants's portfolio in Q2 2026, its #7 holding.
  • First Heartland Consultants first reported a position in Aptus Defined Risk ETF in Q4 2021 and has held it in 19 quarters since.
  • 28 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

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