Financial Advocates Investment Management’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Financial Advocates Investment Management’s Portfolio FLV Stock Details FLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Hold	2,929	–	–	0.12%	100
2025 Q2	$204K	Hold	2,929	–	–	0.02%	585
2025 Q1	$205K	Buy	+2,929	New	+$202K	0.01%	671
2024 Q2	–	Sell	-4,020	Closed	-$203K	–	767
2024 Q1	$203K	Buy	+4,020	New	+$251K	0.01%	714
2023 Q3	–	Sell	-8,607	Closed	-$514K	–	712
2023 Q2	$514K	Hold	8,607	–	–	0.04%	393
2023 Q1	$499K	Hold	8,607	–	–	0.04%	431
2022 Q4	$506K	Sell	8,607 -6,560	-43%	-$382K	0.04%	448
2022 Q3	$94K	Buy	15,167 +9,330	+160%	+$536K	0.01%	722
2022 Q2	$331K	Buy	+5,837	New	+$347K	0.03%	487

Other funds holding FLV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Financial Advocates Investment Management's FLV Position: Q3 2025 in Review

Financial Advocates Investment Management held its American Century Focused Large Cap Value ETF (FLV) position steady in Q3 2025 at 2,929 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #100.

Financial Advocates Investment Management first reported a position in FLV in Q2 2022 and has held it in 9 quarters since. The position peaked at $514K in Q2 2023. 36 funds tracked by Wall St. Rank hold FLV as of Q3 2025.

Financial Advocates Investment Management held 2,929 shares of American Century Focused Large Cap Value ETF worth $216K as of Q3 2025.
Financial Advocates Investment Management left its American Century Focused Large Cap Value ETF share count unchanged in Q3 2025.
American Century Focused Large Cap Value ETF made up 0.12% of Financial Advocates Investment Management's portfolio in Q3 2025, its #100 holding.
Financial Advocates Investment Management first reported a position in American Century Focused Large Cap Value ETF in Q2 2022 and has held it in 9 quarters since.
Financial Advocates Investment Management's American Century Focused Large Cap Value ETF position peaked at $514K in Q2 2023.
36 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.