Farther Finance Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Farther Finance Advisors’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	$4.41M	Buy	38,261 +2,878	+8%	+$350K	0.04%	380
2025 Q4	$4.49M	Buy	35,383 +1,964	+6%	+$244K	0.05%	338
2025 Q3	$4.02M	Buy	33,419 +11,740	+54%	+$1.35M	0.06%	268
2025 Q2	$2.37M	Buy	21,679 +16,455	+315%	+$1.61M	0.05%	320
2025 Q1	$478K	Buy	+5,224	New	+$529K	0.01%	804

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

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

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

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Networth Advisors Canonsburg, Pennsylvania $141M AUM