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Capital Group Divid Value Etf Shs Creation Unit shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $992k 31k 32.51
2023-12-31 $862k 29k 29.84
2023-09-30 $765k 29k 26.48
2023-06-30 $781k 29k 27.04
2023-03-31 $721k 29k 24.94
2022-12-31 $682k 29k 23.59
2022-09-30 $589k 29k 20.39

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

View all funds holding Capital Group Divid Value Etf Shs Creation Unit