Francis Financial Inc. Takes $259,000 Position in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Francis Financial Inc. acquired a new stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 7,982 shares of the company’s stock, valued at approximately $259,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Lincoln National Corp increased its position in Capital Group Dividend Value ETF by 22.8% in the 4th quarter. Lincoln National Corp now owns 513,371 shares of the company’s stock valued at $15,319,000 after buying an additional 95,468 shares in the last quarter. Choreo LLC increased its position in Capital Group Dividend Value ETF by 2.1% in the 4th quarter. Choreo LLC now owns 151,726 shares of the company’s stock valued at $4,528,000 after buying an additional 3,186 shares in the last quarter. Valmark Advisers Inc. increased its position in Capital Group Dividend Value ETF by 13.3% in the 4th quarter. Valmark Advisers Inc. now owns 522,452 shares of the company’s stock valued at $15,590,000 after buying an additional 61,365 shares in the last quarter. Wells Fargo & Company MN increased its position in Capital Group Dividend Value ETF by 117.2% in the 4th quarter. Wells Fargo & Company MN now owns 4,098,283 shares of the company’s stock valued at $122,293,000 after buying an additional 2,211,266 shares in the last quarter. Finally, Larson Financial Group LLC increased its position in Capital Group Dividend Value ETF by 35.3% in the 4th quarter. Larson Financial Group LLC now owns 3,835 shares of the company’s stock valued at $114,000 after buying an additional 1,000 shares in the last quarter.

Capital Group Dividend Value ETF Price Performance

Shares of Capital Group Dividend Value ETF stock opened at $33.00 on Monday. Capital Group Dividend Value ETF has a one year low of $25.47 and a one year high of $33.56. The firm has a market capitalization of $7.52 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92. The business has a 50-day simple moving average of $32.79 and a 200 day simple moving average of $31.50.

Capital Group Dividend Value ETF Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.