First Heartland Consultants’s AB Short Duration High Yield ETF SYFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	10,061 +1,142	+13%	+$40.8K	0.02%	408
2026 Q1	$317K	Buy	8,919 +6	+0.1%	+$215	0.02%	395
2025 Q4	$320K	Buy	8,913 +951	+12%	+$34.1K	0.02%	404
2025 Q3	$288K	Buy	+7,962	New	+$286K	0.02%	411

Other funds holding SYFI

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

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

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

First Heartland Consultants increased its AB Short Duration High Yield ETF (SYFI) stake by 13% in Q2 2026, buying an estimated $40.8K and bringing the position to 10,061 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #408.

First Heartland Consultants first reported a position in SYFI in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

First Heartland Consultants held 10,061 shares of AB Short Duration High Yield ETF worth $359K as of Q2 2026.
First Heartland Consultants bought 1,142 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $40.8K.
AB Short Duration High Yield ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #408 holding.
First Heartland Consultants first reported a position in AB Short Duration High Yield ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

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