Carson Wealth (CWM LLC)’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Carson Wealth (CWM LLC)’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	$17.1K	Hold	150	–	–	﹤0.01%	4514
2025 Q4	$19K	Hold	150	–	–	﹤0.01%	4198
2025 Q3	$18K	Hold	150	–	–	﹤0.01%	4184
2025 Q2	$16K	Hold	150	–	–	﹤0.01%	4034
2025 Q1	$14K	Hold	150	–	–	﹤0.01%	3912
2024 Q4	$16K	Hold	150	–	–	﹤0.01%	3579
2024 Q3	$14K	Hold	150	–	–	﹤0.01%	3582
2024 Q2	$13K	Hold	150	–	–	﹤0.01%	3379
2024 Q1	$12K	Hold	150	–	–	﹤0.01%	3223
2023 Q4	$11K	Buy	+150	New	+$9.82K	﹤0.01%	3131

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its American Century Focused Dynamic Growth ETF (FDG) position steady in Q1 2026 at 150 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4514.

Carson Wealth (CWM LLC) first reported a position in FDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $19K in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

Carson Wealth (CWM LLC) held 150 shares of American Century Focused Dynamic Growth ETF worth $17.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its American Century Focused Dynamic Growth ETF share count unchanged in Q1 2026.
American Century Focused Dynamic Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4514 holding.
Carson Wealth (CWM LLC) first reported a position in American Century Focused Dynamic Growth ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s American Century Focused Dynamic Growth ETF position peaked at $19K in Q4 2025.
57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.