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 Q3	$406K	Buy	14,164 +240	+2%	+$7.31K	0.03%	385
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Moneywise Inc Forest, Virginia $105M AUM 14.6% 1-Year Est. Return

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

First Heartland Consultants increased its Eventide Small Cap ETF (ESSC) stake by 1.7% in Q3 2026, buying an estimated $7.31K and bringing the position to 14,164 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #385.

First Heartland Consultants first reported a position in ESSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $443K in Q2 2026. 19 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

First Heartland Consultants held 14,164 shares of Eventide Small Cap ETF worth $406K as of Q3 2026.
First Heartland Consultants bought 240 Eventide Small Cap ETF shares in Q3 2026, an estimated $7.31K.
Eventide Small Cap ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #385 holding.
First Heartland Consultants first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
First Heartland Consultants's Eventide Small Cap ETF position peaked at $443K in Q2 2026.
19 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

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