First Heartland Consultants’s Eventide Small Cap ETF ESSC Stock Holding History

First Heartland Consultants’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Buy	13,924 +309	+2%	+$9.04K	0.03%	354
2026 Q1	$356K	Buy	13,615 +529	+4%	+$14.2K	0.03%	362
2025 Q4	$339K	Buy	+13,086	New	+$333K	0.03%	385

Other funds holding ESSC

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

First Heartland Consultants increased its Eventide Small Cap ETF (ESSC) stake by 2.3% in Q2 2026, buying an estimated $9.04K and bringing the position to 13,924 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #354.

First Heartland Consultants first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

First Heartland Consultants held 13,924 shares of Eventide Small Cap ETF worth $443K as of Q2 2026.
First Heartland Consultants bought 309 Eventide Small Cap ETF shares in Q2 2026, an estimated $9.04K.
Eventide Small Cap ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #354 holding.
First Heartland Consultants first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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