Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 05-06-2024 | 03-31-2024 | 422 | 963,421,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EMERGING MKTS | ETF | 551 | $313,000 | 6,033 | 0.03 | 0.04 | -149 | -2.41 | 03-31-2024 |
| SHOPIFY INC | COM | 552 | $313,000 | 4,051 | 0.03 | 0.04 | -284 | -6.55 | 03-31-2024 |
| SPDR SERIES TRUST | MIDCAP 400 ETF | 553 | $309,000 | 556 | 0.03 | 0.03 | -3 | -0.54 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 554 | $306,000 | 2,660 | 0.03 | 2,660 | +Inf | 03-31-2024 |
