FIRST HEARTLAND CONSULTANTS, INC.

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

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $465.937 Million
  • Prior Market Value $416.215 Million
  • New Purchases21 stocks
  • Additional Purchases160 stocks
  • Sold out of16 stocks
  • Reduced holdings in89 stocks
  • Top 10 Holdings % 28.03 %
  • Turnover % [1]:12.89%
  • Turnover Alt % [2]: 13.52 %
  • Time Held Top20:6.20 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:14.13 quarters

[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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.45%
Performance Last 4 Quarters: 1.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR/A (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FIRST HEARTLAND CONSULTANTS, INC.
4101 LAKE ST LOUIS BLVD
LAKE ST LOUIS MO    63367
Country: United States

Business Phone: 636-625-0900
Fax:
Professional Investment Advisor Data
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)
Data above was derived from SEC filings.

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FIRST HEARTLAND CONSULTANTS, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HOFF, DAVID, MICHAEL PRESIDENT 03/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. PRESIDENT direct 1993-03-01
CHRISTY, ZEONIA, M CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
JEHLE, JEANNE, ANN CHIEF LEGAL OFFICER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. CHIEF LEGAL OFFICER direct 2006-11-01

FIRST HEARTLAND CONSULTANTS, INC.

ownership team - last updated 2018-04-30
Name Title Start Date Direct/Indirect % Ownership
HOFF, DAVID, MICHAEL PRESIDENT 03/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. PRESIDENT direct 1993-03-01
CHRISTY, ZEONIA, M CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
JEHLE, JEANNE, ANN CHIEF LEGAL OFFICER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST HEARTLAND CONSULTANTS, INC. CHIEF LEGAL OFFICER direct 2006-11-01

WhaleScore history for FIRST HEARTLAND CONSULTANTS, INC.

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