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Evoke Wealth’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-992
Closed -$52K – 649
2022
Q3 		$52K Hold
992
– – ﹤0.01% 512
2022
Q2 		$52K Hold
992
– – ﹤0.01% 508
2022
Q1 		$72K Buy
+992
New +$69.6K ﹤0.01% 474

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Evoke Wealth's FDG Position: Q4 2022 in Review

Evoke Wealth sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2022, closing a stake of 992 shares — an estimated $52K sold.

Evoke Wealth first reported a position in FDG in Q1 2022 and held it in 3 quarters. The position peaked at $72K in Q1 2022. 22 funds tracked by Wall St. Rank hold FDG as of Q4 2022.

  • Evoke Wealth reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 992 American Century Focused Dynamic Growth ETF shares in Q4 2022, an estimated $52K.
  • Evoke Wealth first reported a position in American Century Focused Dynamic Growth ETF in Q1 2022 and held it in 3 quarters.
  • Evoke Wealth's American Century Focused Dynamic Growth ETF position peaked at $72K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.