First Heartland Consultants’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,832	Closed	-$218K	–	622
2026 Q2	$218K	Buy	+2,832	New	+$206K	0.01%	557
2024 Q2	–	Sell	-3,166	Closed	-$203K	–	462
2024 Q1	$203K	Buy	+3,166	New	+$197K	0.02%	408
2021 Q1	–	Sell	-6,774	Closed	-$389K	–	408
2020 Q4	$389K	Sell	6,774 -1,307	-16%	-$70.3K	0.06%	194
2020 Q3	$381K	Buy	8,081 +161	+2%	+$7.87K	0.07%	178
2020 Q2	$384K	Buy	7,920 +284	+4%	+$13.6K	0.08%	187
2020 Q1	$353K	Buy	7,636 +3,766	+97%	+$212K	0.09%	164
2019 Q4	$239K	Buy	+3,870	New	+$234K	0.05%	266

Other funds holding SMDV

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

FFA

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

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

First Heartland Consultants sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q3 2026, closing a stake of 2,832 shares — an estimated $218K sold.

First Heartland Consultants first reported a position in SMDV in Q4 2019 and held it in 7 quarters. The position peaked at $389K in Q4 2020. 11 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

First Heartland Consultants reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q3 2026 after selling out during the quarter.
First Heartland Consultants sold 2,832 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q3 2026, an estimated $218K.
First Heartland Consultants first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2019 and held it in 7 quarters.
First Heartland Consultants's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $389K in Q4 2020.
11 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

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