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B. Riley Wealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

B. Riley Wealth Management’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
Q2 		– Sell
-6,892
Closed -$498K – 774
2022
Q1 		$498K Sell
6,892
-43
-0.6% -$3.02K 0.04% 329
2021
Q4 		$560K Buy
6,935
+197
+3% +$16.6K 0.04% 320
2021
Q3 		$552K Buy
6,738
+45
+0.7% +$3.77K 0.04% 313
2021
Q2 		$543K Buy
6,693
+102
+2% +$7.87K 0.06% 222
2021
Q1 		$487K Buy
6,591
+20
+0.3% +$1.52K 0.06% 229
2020
Q4 		$489K Buy
6,571
+779
+13% +$53.7K 0.06% 204
2020
Q3 		$375K Buy
+5,792
New +$360K 0.04% 268

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 $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

B. Riley Wealth Management's FDG Position: Q2 2022 in Review

B. Riley Wealth Management sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2022, closing a stake of 6,892 shares — an estimated $498K sold.

B. Riley Wealth Management first reported a position in FDG in Q3 2020 and held it in 7 quarters. The position peaked at $560K in Q4 2021. 22 funds tracked by Wall St. Rank hold FDG as of Q2 2022.

  • B. Riley Wealth Management reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,892 American Century Focused Dynamic Growth ETF shares in Q2 2022, an estimated $498K.
  • B. Riley Wealth Management first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 7 quarters.
  • B. Riley Wealth Management's American Century Focused Dynamic Growth ETF position peaked at $560K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.