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Apexium Financial’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Apexium Financial’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.05M Buy
41,967
+5,356
+15% +$615K 0.25% 54
2025
Q2 		$4M Buy
36,611
+9,730
+36% +$952K 0.21% 58
2025
Q1 		$2.44M Buy
26,881
+6,250
+30% +$633K 0.15% 72
2024
Q4 		$2.14M Sell
20,631
-278
-1% -$27.9K 0.13% 73
2024
Q3 		$1.94M Sell
20,909
-2,565
-11% -$228K 0.13% 69
2024
Q2 		$2.11M Sell
23,474
-75
-0.3% -$6.24K 0.15% 58
2024
Q1 		$1.95M Sell
23,549
-2,430
-9% -$186K 0.15% 63
2023
Q4 		$1.85M Sell
25,979
-14,211
-35% -$930K 0.13% 80
2023
Q3 		$2.53M Sell
40,190
-5,051
-11% -$334K 0.25% 46
2023
Q2 		$2.97M Buy
45,241
+12,413
+38% +$751K 0.26% 45
2023
Q1 		$1.92M Sell
32,828
-13,888
-30% -$777K 0.19% 54
2022
Q4 		$2.42M Buy
46,716
+15,185
+48% +$812K 0.25% 47
2022
Q3 		$1.66M Buy
+31,531
New +$1.83M 0.21% 51

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apexium Financial's FDG Position: Q3 2025 in Review

Apexium Financial increased its American Century Focused Dynamic Growth ETF (FDG) stake by 15% in Q3 2025, buying an estimated $615K and bringing the position to 41,967 shares worth $5.05M. The position accounts for 0.25% of the portfolio, ranked #54.

Apexium Financial first reported a position in FDG in Q3 2022 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold FDG as of Q3 2025.

  • Apexium Financial held 41,967 shares of American Century Focused Dynamic Growth ETF worth $5.05M as of Q3 2025.
  • Apexium Financial bought 5,356 American Century Focused Dynamic Growth ETF shares in Q3 2025, an estimated $615K.
  • American Century Focused Dynamic Growth ETF made up 0.25% of Apexium Financial's portfolio in Q3 2025, its #54 holding.
  • Apexium Financial first reported a position in American Century Focused Dynamic Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • 54 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.