First Heartland Consultants’s Capital Group Dividend Growers ETF CGDG Stock Holding History

First Heartland Consultants’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Buy	13,882 +994	+8%	+$37K	0.03%	321
2026 Q1	$463K	Buy	12,888 +3,536	+38%	+$129K	0.04%	300
2025 Q4	$333K	Sell	9,352 -7,779	-45%	-$274K	0.03%	394
2025 Q3	$594K	Buy	17,131 +2,990	+21%	+$102K	0.05%	249
2025 Q2	$476K	Buy	+14,141	New	+$449K	0.04%	283

Other funds holding CGDG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

First Heartland Consultants's CGDG Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group Dividend Growers ETF (CGDG) stake by 7.7% in Q2 2026, buying an estimated $37K and bringing the position to 13,882 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #321.

First Heartland Consultants first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $594K in Q3 2025. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

First Heartland Consultants held 13,882 shares of Capital Group Dividend Growers ETF worth $521K as of Q2 2026.
First Heartland Consultants bought 994 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $37K.
Capital Group Dividend Growers ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #321 holding.
First Heartland Consultants first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
First Heartland Consultants's Capital Group Dividend Growers ETF position peaked at $594K in Q3 2025.
43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.