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Avestar Capital’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Avestar Capital’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
2022
Q1 		– Sell
-78,028
Closed -$6.3M – 417
2021
Q4 		$6.3M Buy
78,028
+12,116
+18% +$1.02M 0.77% 27
2021
Q3 		$5.4M Sell
65,912
-4,859
-7% -$407K 0.69% 30
2021
Q2 		$5.74M Buy
+70,771
New +$5.46M 0.77% 27

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

Avestar Capital's FDG Position: Q1 2022 in Review

Avestar Capital sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2022, closing a stake of 78,028 shares — an estimated $6.3M sold.

Avestar Capital first reported a position in FDG in Q2 2021 and held it in 3 quarters. The position peaked at $6.3M in Q4 2021. 33 funds tracked by Wall St. Rank hold FDG as of Q1 2022.

  • Avestar Capital reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Avestar Capital sold 78,028 American Century Focused Dynamic Growth ETF shares in Q1 2022, an estimated $6.3M.
  • Avestar Capital first reported a position in American Century Focused Dynamic Growth ETF in Q2 2021 and held it in 3 quarters.
  • Avestar Capital's American Century Focused Dynamic Growth ETF position peaked at $6.3M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.