First Heartland Consultants’s Energy Transfer Partners ET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Sell	10,071 -1,227	-11%	-$23.8K	0.01%	577
2026 Q1	$218K	Buy	11,298 +19	+0.2%	+$348	0.02%	488
2025 Q4	$186K	Buy	11,279 +300	+3%	+$4.99K	0.01%	522
2025 Q3	$188K	Sell	10,979 -2,048	-16%	-$35.9K	0.02%	512
2025 Q2	$236K	Sell	13,027 -508	-4%	-$8.86K	0.02%	435
2025 Q1	$252K	Buy	13,535 +2,013	+17%	+$39.2K	0.03%	380
2024 Q4	$226K	Sell	11,522 -281	-2%	-$4.98K	0.02%	406
2024 Q3	$189K	Buy	11,803 +154	+1%	+$2.48K	0.02%	445
2024 Q2	$189	Buy	11,649 +516	+5%	+$8.11K	0.01%	433
2024 Q1	$175K	Buy	11,133 +189	+2%	+$2.75K	0.02%	416
2023 Q4	$151K	Sell	10,944 -4	-0%	-$54	0.02%	351
2023 Q3	$154K	Buy	10,948 +608	+6%	+$8.06K	0.02%	371
2023 Q2	$131K	Sell	10,340 -425	-4%	-$5.39K	0.02%	368
2023 Q1	$134K	Buy	10,765 +84	+0.8%	+$1.06K	0.02%	350
2022 Q4	$127K	Sell	10,681 -191	-2%	-$2.29K	0.02%	362
2022 Q3	$119	Sell	10,872 -295	-3%	-$3.29K	0.01%	339
2022 Q2	$111K	Sell	11,167 -142	-1%	-$1.59K	0.02%	334
2022 Q1	$126K	Buy	11,309 +156	+1%	+$1.55K	0.02%	344
2021 Q4	$91	Buy	11,153 +267	+2%	+$2.43K	﹤0.01%	366
2021 Q3	$104K	Sell	10,886 -427	-4%	-$4.1K	0.02%	383
2021 Q2	$120K	Buy	+11,313	New	+$108K	0.02%	378
2021 Q1	–	Sell	-10,050	Closed	-$62K	–	392
2020 Q4	$62K	Buy	10,050 +28	+0.3%	+$169	0.01%	341
2020 Q3	$54K	Buy	+10,022	New	+$63.6K	0.01%	295
2020 Q1	–	Sell	-10,141	Closed	-$130K	–	264
2019 Q4	$130K	Sell	10,141 -4,467	-31%	-$55K	0.03%	290
2019 Q3	$191K	Sell	14,608 -4,891	-25%	-$68.2K	0.04%	282
2019 Q2	$275K	Buy	19,499 +7,206	+59%	+$107K	0.07%	220
2019 Q1	$189K	Sell	12,293 -325	-3%	-$4.83K	0.05%	271
2018 Q4	$167K	Buy	+12,618	New	+$192K	0.06%	238

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

First Heartland Consultants reduced its Energy Transfer Partners (ET) stake by 11% in Q2 2026, selling an estimated $23.8K and leaving 10,071 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #577.

First Heartland Consultants first reported a position in ET in Q4 2018 and has held it in 28 quarters since. The position peaked at $275K in Q2 2019. 408 funds tracked by Wall St. Rank hold ET as of Q2 2026.

First Heartland Consultants held 10,071 shares of Energy Transfer Partners worth $193K as of Q2 2026.
First Heartland Consultants sold 1,227 Energy Transfer Partners shares in Q2 2026, an estimated $23.8K.
Energy Transfer Partners made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #577 holding.
First Heartland Consultants first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 28 quarters since.
First Heartland Consultants's Energy Transfer Partners position peaked at $275K in Q2 2019.
408 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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