FHC
JFR icon

First Heartland Consultants’s Nuveen Floating Rate Income Fund JFR Stock Holding History

First Heartland Consultants’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,280
Closed -$92.3K – 550
2025
Q3 		$92.3K Buy
+11,280
New +$95K 0.01% 517
2013
Q3 		– Sell
-1,000
Closed -$13K – 306
2013
Q2 		$13K Buy
+1,000
New +$12.9K 0.01% 342

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SIA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

First Heartland Consultants's JFR Position: Q4 2025 in Review

First Heartland Consultants sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 11,280 shares — an estimated $92.3K sold.

First Heartland Consultants first reported a position in JFR in Q2 2013 and held it in 2 quarters. The position peaked at $92.3K in Q3 2025. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • First Heartland Consultants reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • First Heartland Consultants sold 11,280 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $92.3K.
  • First Heartland Consultants first reported a position in Nuveen Floating Rate Income Fund in Q2 2013 and held it in 2 quarters.
  • First Heartland Consultants's Nuveen Floating Rate Income Fund position peaked at $92.3K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.