FMA Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

FMA Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69M	Buy	+34,599	New	+$1.72M	1.07%	20

Other funds holding CGDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

FMA Wealth Management's CGDV Position: Q3 2026 in Review

FMA Wealth Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 34,599 shares worth $1.69M. The stake represents 1.07% of the portfolio and ranks #20 among its holdings.

533 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

FMA Wealth Management held 34,599 shares of Capital Group Dividend Value ETF worth $1.69M as of Q3 2026.
Capital Group Dividend Value ETF was a new FMA Wealth Management position in Q3 2026.
Capital Group Dividend Value ETF made up 1.07% of FMA Wealth Management's portfolio in Q3 2026, its #20 holding.
533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.