FHC
IDUB icon

First Heartland Consultants’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

First Heartland Consultants’s Portfolio IDUB Stock Details IDUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,756
Closed -$216K – 458
2024
Q4 		$216K Sell
10,756
-2,305
-18% -$48.7K 0.02% 411
2024
Q3 		$285K Sell
13,061
-349,799
-96% -$7.35M 0.03% 346
2024
Q2 		$7.46K Buy
362,860
+8,878
+3% +$185K 0.52% 39
2024
Q1 		$7.37M Sell
353,982
-16,835
-5% -$340K 0.76% 38
2023
Q4 		$7.41M Buy
370,817
+7,867
+2% +$152K 0.89% 29
2023
Q3 		$6.94M Buy
362,950
+2,753
+0.8% +$54.5K 0.88% 29
2023
Q2 		$7.15M Sell
360,197
-4,009
-1% -$79.8K 0.93% 25
2023
Q1 		$7.21M Sell
364,206
-6,683
-2% -$132K 1.08% 20
2022
Q4 		$7.06M Sell
370,889
-305,590
-45% -$5.75M 1.14% 16
2022
Q3 		$12K Buy
676,479
+10,832
+2% +$213K 1.03% 11
2022
Q2 		$13.4M Buy
665,647
+10,930
+2% +$232K 2.09% 10
2022
Q1 		$14.9M Buy
654,717
+19,112
+3% +$445K 2.3% 10
2021
Q4 		$15.5K Buy
+635,605
New +$15.7M 0.59% 13

Other funds holding IDUB

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
RB
Renasant Bank Tupelo, Mississippi $141M AUM 16.9% 1-Year Est. Return

First Heartland Consultants's IDUB Position: Q1 2025 in Review

First Heartland Consultants sold out of Aptus International Enhanced Yield ETF (IDUB) in Q1 2025, closing a stake of 10,756 shares — an estimated $216K sold.

First Heartland Consultants first reported a position in IDUB in Q4 2021 and held it in 13 quarters. The position peaked at $14.9M in Q1 2022. 33 funds tracked by Wall St. Rank hold IDUB as of Q1 2025.

  • First Heartland Consultants reported no remaining Aptus International Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • First Heartland Consultants sold 10,756 Aptus International Enhanced Yield ETF shares in Q1 2025, an estimated $216K.
  • First Heartland Consultants first reported a position in Aptus International Enhanced Yield ETF in Q4 2021 and held it in 13 quarters.
  • First Heartland Consultants's Aptus International Enhanced Yield ETF position peaked at $14.9M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.