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First Horizon Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

First Horizon Advisors’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
2025
Q2 		$25.2K Buy
748
+131
+21% +$4.16K ﹤0.01% 1324
2025
Q1 		$19.1K Hold
617
– – ﹤0.01% 1347
2024
Q4 		$18.3K Hold
617
– – ﹤0.01% 1363
2024
Q3 		$19K Buy
+617
New +$18.2K ﹤0.01% 1378

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

First Horizon Advisors's CGDG Position: Q2 2025 in Review

First Horizon Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 21% in Q2 2025, buying an estimated $4.16K and bringing the position to 748 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

First Horizon Advisors first reported a position in CGDG in Q3 2024 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • First Horizon Advisors held 748 shares of Capital Group Dividend Growers ETF worth $25.2K as of Q2 2025.
  • First Horizon Advisors bought 131 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $4.16K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1324 holding.
  • First Horizon Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.