AE Wealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
8,619
+2,701
| +46% | +$295K | 0.01% | 739 |
|
|
2025
Q1 | $538K | Buy |
5,918
+2,773
| +88% | +$252K | ﹤0.01% | 897 |
|
|
2024
Q4 | $327K | Buy |
+3,145
| New | +$327K | ﹤0.01% | 1063 |
|
|
2024
Q1 | – | Sell |
-55,828
| Closed | -$4.09M | – | 1423 |
|
|
2023
Q4 | $4.09M | Buy |
55,828
+6,499
| +13% | +$476K | 0.02% | 660 |
|
|
2023
Q3 | $3.11M | Buy |
49,329
+3,857
| +8% | +$243K | 0.02% | 697 |
|
|
2023
Q2 | $2.99M | Buy |
+45,472
| New | +$2.99M | 0.02% | 710 |
|
|
2022
Q1 | – | Sell |
-2,862
| Closed | -$231K | – | 1715 |
|
|
2021
Q4 | $231K | Sell |
2,862
-423
| -13% | -$34.1K | ﹤0.01% | 1549 |
|
|
2021
Q3 | $269K | Sell |
3,285
-31
| -0.9% | -$2.54K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $269K | Sell |
3,316
-1,818
| -35% | -$147K | ﹤0.01% | 1389 |
|
|
2021
Q1 | $380K | Buy |
+5,134
| New | +$380K | ﹤0.01% | 1158 |
|