FHC
ETJ

First Heartland Consultants’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

First Heartland Consultants’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
129,146
+3,905
+3% +$32.7K 0.07% 212
2026
Q1 		$1.02M Buy
125,241
+10,743
+9% +$92.9K 0.08% 185
2025
Q4 		$1.01M Sell
114,498
-939
-0.8% -$8.29K 0.08% 182
2025
Q3 		$1.04M Buy
115,437
+19,512
+20% +$175K 0.08% 172
2025
Q2 		$867K Sell
95,925
-12,912
-12% -$111K 0.08% 181
2025
Q1 		$921K Buy
108,837
+5,965
+6% +$53.6K 0.1% 156
2024
Q4 		$958K Buy
102,872
+8,675
+9% +$80.6K 0.1% 149
2024
Q3 		$868K Buy
94,197
+5,476
+6% +$48.9K 0.09% 156
2024
Q2 		$779 Sell
88,721
-2,440
-3% -$20.7K 0.05% 200
2024
Q1 		$761K Buy
91,161
+4,852
+6% +$39.7K 0.08% 192
2023
Q4 		$677K Sell
86,309
-876
-1% -$6.79K 0.08% 177
2023
Q3 		$670K Sell
87,185
-720
-0.8% -$5.81K 0.08% 174
2023
Q2 		$723K Buy
87,905
+330
+0.4% +$2.62K 0.09% 166
2023
Q1 		$696K Buy
87,575
+33,133
+61% +$257K 0.1% 168
2022
Q4 		$408K Buy
54,442
+33,789
+164% +$276K 0.07% 230
2022
Q3 		$170 Buy
+20,653
New +$190K 0.01% 336

Other funds holding ETJ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

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

First Heartland Consultants increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 3.1% in Q2 2026, buying an estimated $32.7K and bringing the position to 129,146 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #212.

First Heartland Consultants first reported a position in ETJ in Q3 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • First Heartland Consultants held 129,146 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.07M as of Q2 2026.
  • First Heartland Consultants bought 3,905 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $32.7K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #212 holding.
  • First Heartland Consultants first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

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