FHC
ESUM

First Heartland Consultants’s Eventide US Market ETF ESUM Stock Holding History

First Heartland Consultants’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
56,320
+83
+0.1% +$2.39K 0.11% 154
2026
Q1 		$1.47M Buy
56,237
+2,131
+4% +$58K 0.11% 155
2025
Q4 		$1.46M Buy
54,106
+17,738
+49% +$482K 0.11% 142
2025
Q3 		$988K Buy
36,368
+374
+1% +$9.96K 0.08% 178
2025
Q2 		$936K Buy
+35,994
New +$872K 0.08% 175

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

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

First Heartland Consultants increased its Eventide US Market ETF (ESUM) stake by 0.15% in Q2 2026, buying an estimated $2.39K and bringing the position to 56,320 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #154.

First Heartland Consultants first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • First Heartland Consultants held 56,320 shares of Eventide US Market ETF worth $1.73M as of Q2 2026.
  • First Heartland Consultants bought 83 Eventide US Market ETF shares in Q2 2026, an estimated $2.39K.
  • Eventide US Market ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #154 holding.
  • First Heartland Consultants first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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