FHC
OWNS

First Heartland Consultants’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

First Heartland Consultants’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$570K Buy
33,273
+8,977
+37% +$154K 0.05% 245
2025
Q1 		$417K Buy
24,296
+1,007
+4% +$17.3K 0.04% 271
2024
Q4 		$393K Buy
+23,289
New +$393K 0.04% 285