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First Heartland Consultants’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

First Heartland Consultants’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
79,995
+24,600
+44% +$895K 0.19% 112
2026
Q1 		$2.01M Buy
55,395
+48,114
+661% +$1.74M 0.15% 124
2025
Q4 		$261K Buy
+7,281
New +$261K 0.02% 457

Other funds holding MNA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

First Heartland Consultants increased its NYLIM Merger Arbitrage ETF (MNA) stake by 44% in Q2 2026, buying an estimated $895K and bringing the position to 79,995 shares worth $2.92M. The position accounts for 0.19% of the portfolio, ranked #112.

First Heartland Consultants first reported a position in MNA in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • First Heartland Consultants held 79,995 shares of NYLIM Merger Arbitrage ETF worth $2.92M as of Q2 2026.
  • First Heartland Consultants bought 24,600 NYLIM Merger Arbitrage ETF shares in Q2 2026, an estimated $895K.
  • NYLIM Merger Arbitrage ETF made up 0.19% of First Heartland Consultants's portfolio in Q2 2026, its #112 holding.
  • First Heartland Consultants first reported a position in NYLIM Merger Arbitrage ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

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