FAG
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Fortitude Advisory Group’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Fortitude Advisory 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
2024
Q1 		– Sell
-2,945
Closed -$210K – 224
2023
Q4 		$210K Buy
+2,945
New +$193K 0.13% 186
2022
Q2 		– Sell
-2,945
Closed -$213K – 564
2022
Q1 		$213K Hold
2,945
– – 0.11% 190
2021
Q4 		$238K Buy
+2,945
New +$248K 0.12% 170

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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fortitude Advisory Group's FDG Position: Q1 2024 in Review

Fortitude Advisory Group sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2024, closing a stake of 2,945 shares — an estimated $210K sold.

Fortitude Advisory Group first reported a position in FDG in Q4 2021 and held it in 3 quarters. The position peaked at $238K in Q4 2021. 31 funds tracked by Wall St. Rank hold FDG as of Q1 2024.

  • Fortitude Advisory Group reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,945 American Century Focused Dynamic Growth ETF shares in Q1 2024, an estimated $210K.
  • Fortitude Advisory Group first reported a position in American Century Focused Dynamic Growth ETF in Q4 2021 and held it in 3 quarters.
  • Fortitude Advisory Group's American Century Focused Dynamic Growth ETF position peaked at $238K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.