
09/30/2019
Top Buys
- Name% Change
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- SPTL SPDR Port Long Term... 0.581%
- FVD First Trust Value L... 0.543%
HTTP://WWW.JOINFHC.COM • LAKE ST. LOUIS, MO • Investment Advisor How do I update this listing?
First Heartland Consultants is based out of Lake St. Louis. First Heartland Consultants is a large advisory firm with 7782 clients and discretionary assets under management (AUM) of $864,228,474 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $465,937,000 in managed 13F securities and a top 10 holdings concentration of 28.03%. First Heartland Consultants's largest holding is Invesco S&P MidCap Low Volatility ETF with shares held of 387,127. Whalewisdom has at least 49 13F filings
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for FIRST HEARTLAND CONSULTANTS, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14
Performance for Q2 2019: | 0.45% |
Performance Last 4 Quarters: | 1.0% |
SEC Registration as : | Large Advisory Firm |
Form of Organization: | Corporation |
Organized in: | MO |
Number of employees: | 106 |
Other Business Activities: | |
Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees,SOLICITATION FEES |
Amount of client funds and securities: | |
Total Number of Clients: | 7782 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: | 11.D (1),11.D (2),11.D (4),11.E (2),11.E (4) |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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HOFF, DAVID, MICHAEL | PRESIDENT | 03/01/1993 | Direct | 75% or more | |||||||||||
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CHRISTY, ZEONIA, M | CHIEF COMPLIANCE OFFICER | 10/01/2004 | Direct | less than 5% | |||||||||||
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JEHLE, JEANNE, ANN | CHIEF LEGAL OFFICER | 11/01/2006 | Direct | less than 5% | |||||||||||
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Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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HOFF, DAVID, MICHAEL | PRESIDENT | 03/01/1993 | Direct | 75% or more | |||||||||||
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CHRISTY, ZEONIA, M | CHIEF COMPLIANCE OFFICER | 10/01/2004 | Direct | less than 5% | |||||||||||
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JEHLE, JEANNE, ANN | CHIEF LEGAL OFFICER | 11/01/2006 | Direct | less than 5% | |||||||||||
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