Creative Financial Designs’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Creative Financial Designs’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	$5.91M	Sell	51,821 -545	-1%	-$66.3K	0.36%	64
2025 Q4	$6.64M	Sell	52,366 -923	-2%	-$115K	0.42%	55
2025 Q3	$6.42M	Sell	53,289 -1,601	-3%	-$184K	0.43%	55
2025 Q2	$6M	Sell	54,890 -474	-0.9%	-$46.4K	0.43%	51
2025 Q1	$5.03M	Sell	55,364 -761	-1%	-$77.1K	0.4%	55
2024 Q4	$5.83M	Sell	56,125 -5,031	-8%	-$505K	0.47%	45
2024 Q3	$5.67M	Sell	61,156 -3,958	-6%	-$351K	0.48%	48
2024 Q2	$5.85M	Sell	65,114 -1,813	-3%	-$151K	0.52%	48
2024 Q1	$5.53M	Sell	66,927 -2,055	-3%	-$158K	0.52%	46
2023 Q4	$4.91M	Sell	68,982 -3,104	-4%	-$203K	0.5%	46
2023 Q3	$4.54M	Sell	72,086 -1,043	-1%	-$68.9K	0.53%	42
2023 Q2	$4.8M	Buy	73,129 +3,894	+6%	+$236K	0.57%	39
2023 Q1	$4.05M	Buy	+69,235	New	+$3.88M	0.53%	42

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 $604M AUM 19.83% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $12.8B AUM 26.53% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Creative Financial Designs's FDG Position: Q1 2026 in Review

Creative Financial Designs reduced its American Century Focused Dynamic Growth ETF (FDG) stake by 1% in Q1 2026, selling an estimated $66.3K and leaving 51,821 shares worth $5.91M. The position accounts for 0.36% of the portfolio, ranked #64.

Creative Financial Designs first reported a position in FDG in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.64M in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

Creative Financial Designs held 51,821 shares of American Century Focused Dynamic Growth ETF worth $5.91M as of Q1 2026.
Creative Financial Designs sold 545 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $66.3K.
American Century Focused Dynamic Growth ETF made up 0.36% of Creative Financial Designs's portfolio in Q1 2026, its #64 holding.
Creative Financial Designs first reported a position in American Century Focused Dynamic Growth ETF in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's American Century Focused Dynamic Growth ETF position peaked at $6.64M in Q4 2025.
57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.