First Heartland Consultants’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

First Heartland Consultants’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	+2,461	New	+$245K	0.02%	520
2021 Q3	–	Sell	-7,136	Closed	-$402K	–	408
2021 Q2	$402K	Sell	7,136 -95,114	-93%	-$5.12M	0.06%	247
2021 Q1	$5.25M	Buy	102,250 +13,190	+15%	+$683K	0.83%	30
2020 Q4	$4.47M	Sell	89,060 -47,990	-35%	-$2.23M	0.74%	32
2020 Q3	$5.95M	Buy	137,050 +125,320	+1,068%	+$5.33M	1.13%	24
2020 Q2	$459K	Buy	11,730 +590	+5%	+$20.9K	0.09%	164
2020 Q1	$333K	Sell	11,140 -350	-3%	-$12K	0.09%	169
2019 Q4	$402K	Sell	11,490 -1,300	-10%	-$43.2K	0.08%	197
2019 Q3	$402K	Sell	12,790 -410	-3%	-$13K	0.09%	186
2019 Q2	$415K	Sell	13,200 -11,920	-47%	-$369K	0.1%	177
2019 Q1	$760K	Hold	25,120	–	–	0.21%	111
2018 Q4	$653K	Buy	25,120 +6,900	+38%	+$195K	0.24%	98
2018 Q3	$575K	Sell	18,220 -1,150	-6%	-$35.6K	0.18%	120
2018 Q2	$571K	Sell	19,370 -1,250	-6%	-$36.1K	0.2%	120
2018 Q1	$571K	Sell	20,620 -100	-0.5%	-$2.85K	0.17%	138
2017 Q4	$562K	Sell	20,720 -870	-4%	-$23.1K	0.17%	136
2017 Q3	$551K	Buy	21,590 +800	+4%	+$20K	0.13%	202
2017 Q2	$502K	Buy	+20,790	New	+$499K	0.13%	198
2015 Q1	–	Sell	-28,630	Closed	-$532K	–	266
2014 Q4	$532K	Buy	+28,630	New	+$518K	0.22%	126
2014 Q2	–	Sell	-68,030	Closed	-$1.12M	–	258
2014 Q1	$1.12M	Buy	+68,030	New	+$1.13M	0.55%	52
2013 Q4	–	Sell	-54,390	Closed	-$818K	–	231
2013 Q3	$818K	Buy	+54,390	New	+$780K	0.49%	57

Other funds holding ONEQ

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

First Heartland Consultants opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,461 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in ONEQ as recently as Q2 2021.

First Heartland Consultants first reported a position in ONEQ in Q3 2013 and has held it in 21 quarters since. The position peaked at $5.95M in Q3 2020. 74 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

First Heartland Consultants held 2,461 shares of Fidelity Nasdaq Composite Index ETF worth $254K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new First Heartland Consultants position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #520 holding.
First Heartland Consultants first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2013 and has held it in 21 quarters since.
First Heartland Consultants's Fidelity Nasdaq Composite Index ETF position peaked at $5.95M in Q3 2020.
74 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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