First Pacific Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

First Pacific Financial’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	$449K	Buy	+12,126	New	+$464K	0.05%	149

Other funds holding CGDG

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SRWM

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

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

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

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

First Pacific Financial's CGDG Position: Q3 2026 in Review

First Pacific Financial opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q3 2026: 12,126 shares worth $449K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

47 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

First Pacific Financial held 12,126 shares of Capital Group Dividend Growers ETF worth $449K as of Q3 2026.
Capital Group Dividend Growers ETF was a new First Pacific Financial position in Q3 2026.
Capital Group Dividend Growers ETF made up 0.05% of First Pacific Financial's portfolio in Q3 2026, its #149 holding.
47 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.