First Heartland Consultants’s VanEck Semiconductor ETF SMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.46M	Buy	5,684 +124	+2%	+$71K	0.23%	95
2026 Q2	$3.65M	Buy	5,560 +784	+16%	+$428K	0.24%	99
2026 Q1	$1.83M	Buy	4,776 +280	+6%	+$111K	0.14%	134
2025 Q4	$1.62M	Buy	4,496 +267	+6%	+$93.7K	0.12%	133
2025 Q3	$1.38M	Buy	4,229 +88	+2%	+$26.1K	0.11%	141
2025 Q2	$1.15M	Sell	4,141 -26	-0.6%	-$6.03K	0.1%	147
2025 Q1	$881K	Buy	4,167 +374	+10%	+$89.6K	0.09%	161
2024 Q4	$919K	Sell	3,793 -538	-12%	-$133K	0.09%	156
2024 Q3	$1.06M	Buy	4,331 +1,420	+49%	+$345K	0.11%	133
2024 Q2	$759K	Buy	2,911 +1,216	+72%	+$285K	0.05%	201
2024 Q1	$381K	Buy	+1,695	New	+$341K	0.04%	289

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

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

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

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

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

First Heartland Consultants increased its VanEck Semiconductor ETF (SMH) stake by 2.2% in Q3 2026, buying an estimated $71K and bringing the position to 5,684 shares worth $3.46M. The position accounts for 0.23% of the portfolio, ranked #95.

First Heartland Consultants first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.65M in Q2 2026. 181 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

First Heartland Consultants held 5,684 shares of VanEck Semiconductor ETF worth $3.46M as of Q3 2026.
First Heartland Consultants bought 124 VanEck Semiconductor ETF shares in Q3 2026, an estimated $71K.
VanEck Semiconductor ETF made up 0.23% of First Heartland Consultants's portfolio in Q3 2026, its #95 holding.
First Heartland Consultants first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
First Heartland Consultants's VanEck Semiconductor ETF position peaked at $3.65M in Q2 2026.
181 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

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