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 Q3	$744K	Buy	20,091 +6,209	+45%	+$238K	0.05%	261
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

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

First Heartland Consultants's CGDG Position: Q3 2026 in Review

First Heartland Consultants increased its Capital Group Dividend Growers ETF (CGDG) stake by 45% in Q3 2026, buying an estimated $238K and bringing the position to 20,091 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #261.

First Heartland Consultants first reported a position in CGDG in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

First Heartland Consultants held 20,091 shares of Capital Group Dividend Growers ETF worth $744K as of Q3 2026.
First Heartland Consultants bought 6,209 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $238K.
Capital Group Dividend Growers ETF made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #261 holding.
First Heartland Consultants first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.