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Aurora Private Wealth’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Aurora Private Wealth’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
2023
Q3 		– Sell
-3,430
Closed -$225K – 138
2023
Q2 		$225K Sell
3,430
-3,142
-48% -$190K 0.26% 112
2023
Q1 		$385K Sell
6,572
-420
-6% -$23.5K 0.41% 70
2022
Q4 		$363K Hold
6,992
– – 0.42% 70
2022
Q3 		$368K Hold
6,992
– – 0.17% 94
2022
Q2 		$367K Sell
6,992
-30
-0.4% -$1.78K 0.17% 100
2022
Q1 		$508K Sell
7,022
-20
-0.3% -$1.4K 0.21% 86
2021
Q4 		$569K Buy
7,042
+300
+4% +$25.2K 0.25% 73
2021
Q3 		$552K Buy
6,742
+139
+2% +$11.6K 0.22% 91
2021
Q2 		$536K Buy
6,603
+400
+6% +$30.9K 0.21% 99
2021
Q1 		$459K Buy
6,203
+1,155
+23% +$87.7K 0.19% 108
2020
Q4 		$376K Buy
5,048
+31
+0.6% +$2.14K 0.16% 134
2020
Q3 		$325K Buy
+5,017
New +$312K 0.14% 133

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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Aurora Private Wealth's FDG Position: Q3 2023 in Review

Aurora Private Wealth sold out of American Century Focused Dynamic Growth ETF (FDG) in Q3 2023, closing a stake of 3,430 shares — an estimated $225K sold.

Aurora Private Wealth first reported a position in FDG in Q3 2020 and held it in 12 quarters. The position peaked at $569K in Q4 2021. 25 funds tracked by Wall St. Rank hold FDG as of Q3 2023.

  • Aurora Private Wealth reported no remaining American Century Focused Dynamic Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 3,430 American Century Focused Dynamic Growth ETF shares in Q3 2023, an estimated $225K.
  • Aurora Private Wealth first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 12 quarters.
  • Aurora Private Wealth's American Century Focused Dynamic Growth ETF position peaked at $569K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2023.

Based on Aurora Private Wealth's 13F filing for Q3 2023, filed 18 Oct 2023.