FHC
HEQT icon

First Heartland Consultants’s Simplify Hedged Equity ETF HEQT Stock Holding History

First Heartland Consultants’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$677K Buy
19,713
+1,381
+8% +$47.1K 0.05% 276
2026
Q2 		$615K Buy
18,332
+6,422
+54% +$212K 0.04% 290
2026
Q1 		$375K Buy
+11,910
New +$383K 0.03% 345

Other funds holding HEQT

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

First Heartland Consultants increased its Simplify Hedged Equity ETF (HEQT) stake by 7.5% in Q3 2026, buying an estimated $47.1K and bringing the position to 19,713 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #276.

First Heartland Consultants first reported a position in HEQT in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

  • First Heartland Consultants held 19,713 shares of Simplify Hedged Equity ETF worth $677K as of Q3 2026.
  • First Heartland Consultants bought 1,381 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $47.1K.
  • Simplify Hedged Equity ETF made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #276 holding.
  • First Heartland Consultants first reported a position in Simplify Hedged Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

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