FHC
EVSD

First Heartland Consultants’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

First Heartland Consultants’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Sell
8,862
-98
-1% -$5K 0.03% 344
2026
Q1 		$456K Buy
+8,960
New +$461K 0.04% 302

Other funds holding EVSD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

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

First Heartland Consultants reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 1.1% in Q2 2026, selling an estimated $5K and leaving 8,862 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #344.

First Heartland Consultants first reported a position in EVSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $456K in Q1 2026. 22 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • First Heartland Consultants held 8,862 shares of Eaton Vance Short Duration Income ETF worth $451K as of Q2 2026.
  • First Heartland Consultants sold 98 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $5K.
  • Eaton Vance Short Duration Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #344 holding.
  • First Heartland Consultants first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • First Heartland Consultants's Eaton Vance Short Duration Income ETF position peaked at $456K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

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