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Crestwood Advisors Group’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Crestwood Advisors Group’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
-1,728
Closed -$219K – 781
2025
Q4 		$219K Hold
1,728
– – ﹤0.01% 632
2025
Q3 		$208K Buy
+1,728
New +$199K ﹤0.01% 547

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 $10.6B AUM 19.99% 1-Year Est. Return

Crestwood Advisors Group's FDG Position: Q1 2026 in Review

Crestwood Advisors Group sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2026, closing a stake of 1,728 shares — an estimated $219K sold.

Crestwood Advisors Group first reported a position in FDG in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • Crestwood Advisors Group reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,728 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $219K.
  • Crestwood Advisors Group first reported a position in American Century Focused Dynamic Growth ETF in Q3 2025 and held it in 2 quarters.
  • Crestwood Advisors Group's American Century Focused Dynamic Growth ETF position peaked at $219K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.