TBG Dividend Focus ETF
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 [Q3] → 12 (+3) [Q4]
6% more capital invested
Capital invested by funds: $50.3M [Q3] → $53.4M (+$3.19M) [Q4]
8.94% less ownership
Funds ownership: 65.06% [Q3] → 56.12% (-8.94%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for TBG.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
TBG: Dividend Strategy Mindful Of FCF, Mostly Delivers, Worth Shortlisting
TBG has an active strategy with a focus on dividend growth stocks with resilient balance sheets and robust FCF. The results it has delivered since inception in 2023 are impressive beyond doubt, as it has beaten a few heavyweight dividend growth ETFs easily. Its financials-heavy portfolio of 35 companies has impressive quality and value exposures. However, its growth characteristics, namely the 3-year FCF CAGR, look too weak to me.
Neutral
Business Wire
2 months ago
TBG Dividend Focus ETF (NYSE: TBG) Surpasses $100 Million in Assets
NEW YORK--(BUSINESS WIRE)--The Bahnsen Group, a wealth management firm with $6.5 billion in assets under management, today announced that its TBG Dividend Focus ETF (NYSE: TBG), a diversified actively managed exchange-traded fund that invests in publicly traded companies that have a long history of growing their dividend, has surpassed $100 million in assets. TBG invests in 25 to 35 small-, mid- and large-cap companies that are primarily U.S.-based. The companies will generally maintain a divid.
Positive
Seeking Alpha
4 months ago
TBG: A New And Promising Dividend Growth ETF
TBG Dividend Focus ETF is an actively managed dividend growth ETF with a concentrated portfolio of 34 stocks. TBG has value characteristics and is well-diversified across sectors, with a focus on financials. TBG track record is short, but promising: it has outperformed most dividend-growth ETFs since its inception.
Neutral
Zacks Investment Research
1 year ago
A New Dividend-Growth ETF (TBG) Hits the Market
Dividend investing remains a popular strategy for investors amid volatility and uncertainty.
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