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First Heartland Consultants’s Virtus Reaves Utilities ETF UTES Stock Holding History

First Heartland Consultants’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Buy
8,063
+346
+4% +$26.5K 0.04% 312
2026
Q2 		$631K Buy
7,717
+620
+9% +$50.3K 0.04% 283
2026
Q1 		$567K Buy
7,097
+105
+2% +$8.44K 0.04% 270
2025
Q4 		$552K Buy
6,992
+132
+2% +$10.9K 0.04% 278
2025
Q3 		$572K Buy
6,860
+1,155
+20% +$91.9K 0.05% 259
2025
Q2 		$431K Buy
5,705
+1,176
+26% +$81.6K 0.04% 300
2025
Q1 		$293K Buy
+4,529
New +$304K 0.03% 351

Other funds holding UTES

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

First Heartland Consultants's UTES Position: Q3 2026 in Review

First Heartland Consultants increased its Virtus Reaves Utilities ETF (UTES) stake by 4.5% in Q3 2026, buying an estimated $26.5K and bringing the position to 8,063 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #312.

First Heartland Consultants first reported a position in UTES in Q1 2025 and has held it in 7 quarters since. The position peaked at $631K in Q2 2026. 9 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • First Heartland Consultants held 8,063 shares of Virtus Reaves Utilities ETF worth $566K as of Q3 2026.
  • First Heartland Consultants bought 346 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $26.5K.
  • Virtus Reaves Utilities ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #312 holding.
  • First Heartland Consultants first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 7 quarters since.
  • First Heartland Consultants's Virtus Reaves Utilities ETF position peaked at $631K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.