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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
Q2 		$230K Buy
+1,728
New +$227K ﹤0.01% 795
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 $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Crestwood Advisors Group's FDG Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in American Century Focused Dynamic Growth ETF (FDG) in Q2 2026: 1,728 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in FDG as recently as Q4 2025.

Crestwood Advisors Group first reported a position in FDG in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FDG as of Q2 2026.

  • Crestwood Advisors Group held 1,728 shares of American Century Focused Dynamic Growth ETF worth $230K as of Q2 2026.
  • American Century Focused Dynamic Growth ETF was a new Crestwood Advisors Group position in Q2 2026.
  • American Century Focused Dynamic Growth ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #795 holding.
  • Crestwood Advisors Group first reported a position in American Century Focused Dynamic Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.