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

Beacon Financial Advisory’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
2026
Q1 		– Sell
-1,785
Closed -$226K – 410
2025
Q4 		$226K Sell
1,785
-35
-2% -$4.36K 0.05% 348
2025
Q3 		$219K Buy
+1,820
New +$209K 0.05% 352
2024
Q3 		– Sell
-3,788
Closed -$341K – 304
2024
Q2 		$341K Buy
3,788
+198
+6% +$16.5K 0.13% 194
2024
Q1 		$297K Buy
3,590
+200
+6% +$15.3K 0.14% 184
2023
Q4 		$241K Hold
3,390
– – 0.12% 216
2023
Q3 		$214K Buy
3,390
+211
+7% +$13.9K 0.12% 205
2023
Q2 		$209K Buy
+3,179
New +$192K 0.12% 202
2022
Q4 		– Sell
-3,897
Closed -$205K – 195
2022
Q3 		$205K Sell
3,897
-1,504
-28% -$87.2K 0.15% 177
2022
Q2 		$283K Sell
5,401
-513
-9% -$30.5K 0.16% 164
2022
Q1 		$428K Sell
5,914
-995
-14% -$69.8K 0.2% 138
2021
Q4 		$558K Sell
6,909
-157
-2% -$13.2K 0.26% 116
2021
Q3 		$579K Buy
7,066
+74
+1% +$6.2K 0.3% 108
2021
Q2 		$567K Sell
6,992
-11
-0.2% -$848 0.3% 109
2021
Q1 		$518K Buy
7,003
+1,315
+23% +$99.8K 0.3% 112
2020
Q4 		$423K Buy
5,688
+1,773
+45% +$122K 0.28% 114
2020
Q3 		$253K Buy
+3,915
New +$243K 0.22% 140

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beacon Financial Advisory's FDG Position: Q1 2026 in Review

Beacon Financial Advisory sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2026, closing a stake of 1,785 shares — an estimated $226K sold.

Beacon Financial Advisory first reported a position in FDG in Q3 2020 and held it in 16 quarters. The position peaked at $579K in Q3 2021. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • Beacon Financial Advisory reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 1,785 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $226K.
  • Beacon Financial Advisory first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 16 quarters.
  • Beacon Financial Advisory's American Century Focused Dynamic Growth ETF position peaked at $579K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.