FHC
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First Heartland Consultants’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

First Heartland Consultants’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,234
Closed -$242K – 252
2018
Q3 		$242K Buy
+8,234
New +$242K 0.08% 218

Other funds holding ISMD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

First Heartland Consultants's ISMD Position: Q4 2018 in Review

First Heartland Consultants sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2018, closing a stake of 8,234 shares — an estimated $242K sold.

First Heartland Consultants first reported a position in ISMD in Q3 2018 and held it in 1 quarter. The position peaked at $242K in Q3 2018. 15 funds tracked by Wall St. Rank hold ISMD as of Q4 2018.

  • First Heartland Consultants reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2018 after selling out during the quarter.
  • First Heartland Consultants sold 8,234 Inspire Small/Mid Cap Impact ETF shares in Q4 2018, an estimated $242K.
  • First Heartland Consultants first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2018 and held it in 1 quarter.
  • First Heartland Consultants's Inspire Small/Mid Cap Impact ETF position peaked at $242K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2018.

Based on First Heartland Consultants's 13F filing for Q4 2018, filed 12 Feb 2019.