First Heartland Consultants’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-76,161	Closed	-$2.46M	–	403
2023 Q2	$2.46M	Sell	76,161 -128,128	-63%	-$4.1M	0.32%	78
2023 Q1	$6.37M	Buy	204,289 +7,855	+4%	+$245K	0.96%	22
2022 Q4	$6.21M	Sell	196,434 -70,193	-26%	-$2.2M	1%	21
2022 Q3	$8.41K	Sell	266,627 -56,678	-18%	-$1.76M	0.72%	16
2022 Q2	$10.5M	Buy	323,305 +314,655	+3,638%	+$10.2M	1.64%	14
2022 Q1	$258K	Buy	+8,650	New	+$249K	0.04%	285

Other funds holding RISR

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Heartland Consultants's RISR Position: Q3 2023 in Review

First Heartland Consultants sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2023, closing a stake of 76,161 shares — an estimated $2.46M sold.

First Heartland Consultants first reported a position in RISR in Q1 2022 and held it in 6 quarters. The position peaked at $10.5M in Q2 2022. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2023.

First Heartland Consultants reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2023 after selling out during the quarter.
First Heartland Consultants sold 76,161 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2023, an estimated $2.46M.
First Heartland Consultants first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2022 and held it in 6 quarters.
First Heartland Consultants's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $10.5M in Q2 2022.
25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2023.

Based on First Heartland Consultants's 13F filing for Q3 2023, filed 9 Nov 2023.