FIRST HEARTLAND CONSULTANTS, INC.

Filed: 5/7/2025ACC: 0001214659-25-007055

📋 What this filing means

FIRST HEARTLAND CONSULTANTS, INC. filed this quarterly 13F‑HR report disclosing 439 equity positions with a total reported market value of $968.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

439

Positions

$968.97M

Total AUM (reported)

18.43M

Total Shares

Allocation by class

COM$98.15M10.1%

PORTFOLIO LR ETF$32.90M3.4%

APTUS COLLARED$32.48M3.4%

UNIT SER 1 S&P$28.95M3.0%

ETF$28.25M2.9%

TCW UNCONSTRAI$23.05M2.4%

APTUS DEFINED$21.37M2.2%

Portfolio Concentration

Top 3$94.33M9.7%

4–10$138.76M14.3%

11–25$190.57M19.7%

Rest$545.31M56.3%

Top 3 weight

9.7%

Top 10 weight

24.1%

Voting Authority Distribution

Total shares with voting rights: 18.43M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

18.43M

% of voting shares100.0%

Investment Discretion (by position count)

Sole439

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings439

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO LR ETF

Shares500.23K

TypeSH

Market value$32.90M

3.39%

Sole

0.00

Shared

0.00

None

500.23K

ETF SER SOLUTIONS

SOLE

APTUS COLLARED

Shares839.56K

TypeSH

Market value$32.48M

3.35%

Sole

0.00

Shared

0.00

None

839.56K

SPDR S&P 500 ETF TR

SOLE

UNIT SER 1 S&P

Shares51.76K

TypeSH

Market value$28.95M

2.99%

Sole

0.00

Shared

0.00

None

51.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares931.29K

TypeSH

Market value$23.05M

2.38%

Sole

0.00

Shared

0.00

None

931.29K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares783.65K

TypeSH

Market value$21.37M

2.21%

Sole

0.00

Shared

0.00

None

783.65K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares559.20K

TypeSH

Market value$20.36M

2.10%

Sole

0.00

Shared

0.00

None

559.20K

ETF SER SOLUTIONS

SOLE

OPUS SML CP VL

Shares566.64K

TypeSH

Market value$19.75M

2.04%

Sole

0.00

Shared

0.00

None

566.64K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares41.61K

TypeSH

Market value$19.51M

2.01%

Sole

0.00

Shared

0.00

None

41.61K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares668.15K

TypeSH

Market value$17.61M

1.82%

Sole

0.00

Shared

0.00

None

668.15K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares335.17K

TypeSH

Market value$17.12M

1.77%

Sole

0.00

Shared

0.00

None

335.17K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares287.65K

TypeSH

Market value$16.84M

1.74%

Sole

0.00

Shared

0.00

None

287.65K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares204.93K

TypeSH

Market value$16.47M

1.70%

Sole

0.00

Shared

0.00

None

204.93K

VANGUARD BD INDEX FD INC

SOLE

SHORT TRM BOND

Shares209.93K

TypeSH

Market value$16.43M

1.70%

Sole

0.00

Shared

0.00

None

209.93K

ISHARES

SOLE

S&P 500 GRWT ETF

Shares174.35K

TypeSH

Market value$16.18M

1.67%

Sole

0.00

Shared

0.00

None

174.35K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares146.81K

TypeSH

Market value$14.77M

1.52%

Sole

0.00

Shared

0.00

None

146.81K

APPLE INC

SOLE

COM

Shares60.49K

TypeSH

Market value$13.44M

1.39%

Sole

0.00

Shared

0.00

None

60.49K

ISHARES TR

SOLE

MSCI EMRG CHN

Shares224.51K

TypeSH

Market value$12.37M

1.28%

Sole

0.00

Shared

0.00

None

224.51K

FIRST TR EXCHANGE TR

SOLE

MORNINGSTAR DIV LEA SHS

Shares273.75K

TypeSH

Market value$11.89M

1.23%

Sole

0.00

Shared

0.00

None

273.75K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares26.97K

TypeSH

Market value$11.32M

1.17%

Sole

0.00

Shared

0.00

None

26.97K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares30.34K

TypeSH

Market value$11.25M

1.16%

Sole

0.00

Shared

0.00

None

30.34K

FIRST TR EXCHANGE TRAD FD VI

SOLE

FT VEST NASDAQ 1

Shares480.38K

TypeSH

Market value$10.59M

1.09%

Sole

0.00

Shared

0.00

None

480.38K

AMAZON COM INC

SOLE

COM

Shares52.90K

TypeSH

Market value$10.06M

1.04%

Sole

0.00

Shared

0.00

None

52.90K

FRANKLIN TEMPLETON ETF TR

SOLE

US TREASURY BOND

Shares476.87K

TypeSH

Market value$9.81M

1.01%

Sole

0.00

Shared

0.00

None

476.87K

FIRST TR EXCHANGE TRADED FD

SOLE

MID CAP RISING DIV

Shares285.78K

TypeSH

Market value$9.57M

0.99%

Sole

0.00

Shared

0.00

None

285.78K

ISHARES TR

SOLE

10-20 YR TRS ETF

Shares92.12K

TypeSH

Market value$9.56M

0.99%

Sole

0.00

Shared

0.00

None

92.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO LR ETF	500.23K	SH	$32.90M 3.39%	500.23K
ETF SER SOLUTIONSSOLE	APTUS COLLARED	839.56K	SH	$32.48M 3.35%	839.56K
SPDR S&P 500 ETF TRSOLE	UNIT SER 1 S&P	51.76K	SH	$28.95M 2.99%	51.76K
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	931.29K	SH	$23.05M 2.38%	931.29K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	783.65K	SH	$21.37M 2.21%	783.65K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	559.20K	SH	$20.36M 2.10%	559.20K
ETF SER SOLUTIONSSOLE	OPUS SML CP VL	566.64K	SH	$19.75M 2.04%	566.64K
INVESCO QQQ TRSOLE	UNIT SER 1	41.61K	SH	$19.51M 2.01%	41.61K
PIMCO ETF TRSOLE	MULTISECTOR BD	668.15K	SH	$17.61M 1.82%	668.15K
SPDR SER TRSOLE	PRTFLO S&P500 VL	335.17K	SH	$17.12M 1.77%	335.17K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	287.65K	SH	$16.84M 1.74%	287.65K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	204.93K	SH	$16.47M 1.70%	204.93K
VANGUARD BD INDEX FD INCSOLE	SHORT TRM BOND	209.93K	SH	$16.43M 1.70%	209.93K
ISHARESSOLE	S&P 500 GRWT ETF	174.35K	SH	$16.18M 1.67%	174.35K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	146.81K	SH	$14.77M 1.52%	146.81K
APPLE INCSOLE	COM	60.49K	SH	$13.44M 1.39%	60.49K
ISHARES TRSOLE	MSCI EMRG CHN	224.51K	SH	$12.37M 1.28%	224.51K
FIRST TR EXCHANGE TRSOLE	MORNINGSTAR DIV LEA SHS	273.75K	SH	$11.89M 1.23%	273.75K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	26.97K	SH	$11.32M 1.17%	26.97K
VANGUARD INDEX FDSSOLE	GROWTH ETF	30.34K	SH	$11.25M 1.16%	30.34K
FIRST TR EXCHANGE TRAD FD VISOLE	FT VEST NASDAQ 1	480.38K	SH	$10.59M 1.09%	480.38K
AMAZON COM INCSOLE	COM	52.90K	SH	$10.06M 1.04%	52.90K
FRANKLIN TEMPLETON ETF TRSOLE	US TREASURY BOND	476.87K	SH	$9.81M 1.01%	476.87K
FIRST TR EXCHANGE TRADED FDSOLE	MID CAP RISING DIV	285.78K	SH	$9.57M 0.99%	285.78K
ISHARES TRSOLE	10-20 YR TRS ETF	92.12K	SH	$9.56M 0.99%	92.12K

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