EFG
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Ethos Financial Group’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Ethos Financial 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
2025
Q4 		– Sell
-7,916
Closed -$953K – 546
2025
Q3 		$953K Buy
7,916
+37
+0.5% +$4.25K 0.07% 185
2025
Q2 		$861K Buy
7,879
+366
+5% +$35.8K 0.07% 185
2025
Q1 		$780K Hold
7,513
– – 0.07% 172
2024
Q4 		$780K Buy
+7,513
New +$755K 0.1% 117

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
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ethos Financial Group's FDG Position: Q4 2025 in Review

Ethos Financial Group sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2025, closing a stake of 7,916 shares — an estimated $953K sold.

Ethos Financial Group first reported a position in FDG in Q4 2024 and held it in 4 quarters. The position peaked at $953K in Q3 2025. 60 funds tracked by Wall St. Rank hold FDG as of Q4 2025.

  • Ethos Financial Group reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 7,916 American Century Focused Dynamic Growth ETF shares in Q4 2025, an estimated $953K.
  • Ethos Financial Group first reported a position in American Century Focused Dynamic Growth ETF in Q4 2024 and held it in 4 quarters.
  • Ethos Financial Group's American Century Focused Dynamic Growth ETF position peaked at $953K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.