First Heartland Consultants, Inc. Buys SPDR Series Trust Portfolio S&P 500 Growth, SPDR Portfolio Long Term Treasury, First Trust TCW Opportunistic Fixed Income ETF, Sells SPDR Portfolio Short Term Treasury, First Trust VL Dividend, Invesco S&P 500 Low Vo

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Jul 16, 2020
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Lake St. Louis, MO, based Investment company First Heartland Consultants, Inc. (Current Portfolio) buys SPDR Series Trust Portfolio S&P 500 Growth, SPDR Portfolio Long Term Treasury, First Trust TCW Opportunistic Fixed Income ETF, Invesco S&P MidCap Momentum, SPDR Russell 1000 ETF, sells SPDR Portfolio Short Term Treasury, First Trust VL Dividend, Invesco S&P 500 Low Volatility, Invesco S&P MidCap Low Volatility, iShares iBoxx $ Investment Grade Corporate Bond during the 3-months ended 2020Q2, according to the most recent filings of the investment company, First Heartland Consultants, Inc.. As of 2020Q2, First Heartland Consultants, Inc. owns 228 stocks with a total value of $401 million. These are the details of the buys and sells.

For the details of First Heartland Consultants, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/first+heartland+consultants%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of First Heartland Consultants, Inc.
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 688,271 shares, 7.72% of the total portfolio. Shares added by 493.16%
  2. SPDR Portfolio Long Term Treasury (SPTL) - 442,746 shares, 5.18% of the total portfolio. Shares added by 344.23%
  3. First Trust Capital Strength ETF (FTCS) - 300,806 shares, 4.39% of the total portfolio. Shares added by 15.22%
  4. SPDR Russell 1000 ETF (ELR) - 395,762 shares, 3.58% of the total portfolio. Shares added by 99.85%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 55,486 shares, 3.43% of the total portfolio. Shares added by 2.31%
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)

First Heartland Consultants, Inc. initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $52.84 and $54.79, with an estimated average price of $54.06. The stock is now traded at around $55.30. The impact to a portfolio due to this purchase was 3.04%. The holding were 222,197 shares as of .

New Purchase: Invesco S&P MidCap Momentum (XMMO)

First Heartland Consultants, Inc. initiated holding in Invesco S&P MidCap Momentum. The purchase prices were between $45.9 and $61.96, with an estimated average price of $55.56. The stock is now traded at around $61.43. The impact to a portfolio due to this purchase was 2.8%. The holding were 189,258 shares as of .

New Purchase: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

First Heartland Consultants, Inc. initiated holding in SPDR Portfolio Intermediate Term Corporate Bond. The purchase prices were between $33.74 and $36.53, with an estimated average price of $35.54. The stock is now traded at around $36.69. The impact to a portfolio due to this purchase was 1.77%. The holding were 194,658 shares as of .

New Purchase: First Trust High Yield Long/Short ETF (HYLS)

First Heartland Consultants, Inc. initiated holding in First Trust High Yield Long/Short ETF. The purchase prices were between $41.77 and $47.26, with an estimated average price of $45.38. The stock is now traded at around $46.84. The impact to a portfolio due to this purchase was 0.51%. The holding were 44,275 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

First Heartland Consultants, Inc. initiated holding in Enterprise Products Partners LP. The purchase prices were between $13.79 and $22.31, with an estimated average price of $17.82. The stock is now traded at around $18.04. The impact to a portfolio due to this purchase was 0.39%. The holding were 85,163 shares as of .

New Purchase: SPDR Russell Small Cap Complet (EMM)

First Heartland Consultants, Inc. initiated holding in SPDR Russell Small Cap Complet. The purchase prices were between $82.85 and $82.85, with an estimated average price of $82.85. The stock is now traded at around $82.85. The impact to a portfolio due to this purchase was 0.34%. The holding were 44,119 shares as of .

Added: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

First Heartland Consultants, Inc. added to a holding in SPDR Series Trust Portfolio S&P 500 Growth by 493.16%. The purchase prices were between $34.16 and $45.45, with an estimated average price of $41.41. The stock is now traded at around $46.78. The impact to a portfolio due to this purchase was 6.42%. The holding were 688,271 shares as of .

Added: SPDR Portfolio Long Term Treasury (SPTL)

First Heartland Consultants, Inc. added to a holding in SPDR Portfolio Long Term Treasury by 344.23%. The purchase prices were between $44.77 and $48.87, with an estimated average price of $47.13. The stock is now traded at around $47.80. The impact to a portfolio due to this purchase was 4.01%. The holding were 442,746 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

First Heartland Consultants, Inc. added to a holding in SPDR Russell 1000 ETF by 99.85%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 1.79%. The holding were 395,762 shares as of .

Added: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

First Heartland Consultants, Inc. added to a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC by 1087.99%. The purchase prices were between $39.86 and $56.97, with an estimated average price of $49.69. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 0.9%. The holding were 72,693 shares as of .

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

First Heartland Consultants, Inc. added to a holding in First Trust Low Duration Mortgage Opportunities ET by 110.76%. The purchase prices were between $51 and $51.83, with an estimated average price of $51.62. The stock is now traded at around $51.71. The impact to a portfolio due to this purchase was 0.74%. The holding were 108,160 shares as of .

Added: First Trust Amex Biotech Index Fund (FBT)

First Heartland Consultants, Inc. added to a holding in First Trust Amex Biotech Index Fund by 523.01%. The purchase prices were between $127.11 and $171.8, with an estimated average price of $156.54. The stock is now traded at around $175.06. The impact to a portfolio due to this purchase was 0.6%. The holding were 16,865 shares as of .

Sold Out: Invesco Emerging Markets Sovereign Debt (PCY)

First Heartland Consultants, Inc. sold out a holding in Invesco Emerging Markets Sovereign Debt. The sale prices were between $22.75 and $26.8, with an estimated average price of $25.23.

Sold Out: Invesco Preferred (PGX)

First Heartland Consultants, Inc. sold out a holding in Invesco Preferred. The sale prices were between $12.54 and $14.56, with an estimated average price of $14.

Sold Out: iShares Core S&P Total U.S. Stock Market (ITOT)

First Heartland Consultants, Inc. sold out a holding in iShares Core S&P Total U.S. Stock Market. The sale prices were between $54.27 and $72.51, with an estimated average price of $65.03.

Sold Out: CVS Health Corp (CVS)

First Heartland Consultants, Inc. sold out a holding in CVS Health Corp. The sale prices were between $55.41 and $70.62, with an estimated average price of $62.88.

Sold Out: iShares Floating Rate Bond (FLOT)

First Heartland Consultants, Inc. sold out a holding in iShares Floating Rate Bond. The sale prices were between $48.45 and $50.55, with an estimated average price of $49.9.

Sold Out: SPDR DJ Wilshire REIT (RWR)

First Heartland Consultants, Inc. sold out a holding in SPDR DJ Wilshire REIT. The sale prices were between $65.24 and $89.61, with an estimated average price of $76.53.



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