FHC
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First Heartland Consultants’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

First Heartland Consultants’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$668K Buy
7,429
+4,102
+123% +$356K 0.04% 278
2026
Q1 		$260K Buy
3,327
+58
+2% +$4.71K 0.02% 445
2025
Q4 		$265K Sell
3,269
-36
-1% -$2.87K 0.02% 454
2025
Q3 		$258K Buy
3,305
+470
+17% +$34.8K 0.02% 441
2025
Q2 		$202K Buy
+2,835
New +$186K 0.02% 486

Other funds holding QLC

ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

First Heartland Consultants increased its FlexShares US Quality Large Cap Index Fund (QLC) stake by 123% in Q2 2026, buying an estimated $356K and bringing the position to 7,429 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #278.

First Heartland Consultants first reported a position in QLC in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold QLC as of Q2 2026.

  • First Heartland Consultants held 7,429 shares of FlexShares US Quality Large Cap Index Fund worth $668K as of Q2 2026.
  • First Heartland Consultants bought 4,102 FlexShares US Quality Large Cap Index Fund shares in Q2 2026, an estimated $356K.
  • FlexShares US Quality Large Cap Index Fund made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #278 holding.
  • First Heartland Consultants first reported a position in FlexShares US Quality Large Cap Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2026.

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