First Heartland Consultants, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1428793
LAKE ST. LOUIS, MO
Position in JPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$105,812
New position
Shares Held
13,428
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#227
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026First Heartland Consultants, Inc. holds $8,836,262 across 16 Asset Management names. JPC ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
335,016 | $3,614,822 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
99,432 | $1,196,166 | |
| 3 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
129,146 | $1,068,037 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
48,956 | $817,565 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
37,170 | $364,637 | |
| 6 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
16,422 | $267,350 | |
| 7 | BX |
Blackstone Inc.
|
2,163 | $254,520 | |
| 8 | JQC |
Nuveen Credit Strategies Income Fund
|
49,818 | $242,115 |
All Filings in JPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,812 | 13,428 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||