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

BXM 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
2026
Q1 		– Sell
-152,545
Closed -$124K – 139
2025
Q4 		$124K Buy
152,545
+149,440
+4,813% +$18.6M 0.1% 125
2025
Q3 		$374K Sell
3,105
-2,000
-39% -$230K 0.35% 83
2025
Q2 		$558K Sell
5,105
-1,140
-18% -$112K 0.66% 50
2025
Q1 		$570K Buy
6,245
+900
+17% +$91.2K 0.69% 47
2024
Q4 		$555K Buy
+5,345
New +$537K 0.78% 41

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

BXM Wealth's FDG Position: Q1 2026 in Review

BXM Wealth sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2026, closing a stake of 152,545 shares — an estimated $124K sold.

BXM Wealth first reported a position in FDG in Q4 2024 and held it in 5 quarters. The position peaked at $570K in Q1 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • BXM Wealth reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BXM Wealth sold 152,545 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $124K.
  • BXM Wealth first reported a position in American Century Focused Dynamic Growth ETF in Q4 2024 and held it in 5 quarters.
  • BXM Wealth's American Century Focused Dynamic Growth ETF position peaked at $570K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.