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Foundations Investment Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-3,978
Closed -$361K – 949
2025
Q1 		$361K Buy
+3,978
New +$403K 0.01% 656

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
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Foundations Investment Advisors's FDG Position: Q2 2025 in Review

Foundations Investment Advisors sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2025, closing a stake of 3,978 shares — an estimated $361K sold.

Foundations Investment Advisors first reported a position in FDG in Q1 2025 and held it in 1 quarter. The position peaked at $361K in Q1 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q2 2025.

  • Foundations Investment Advisors reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,978 American Century Focused Dynamic Growth ETF shares in Q2 2025, an estimated $361K.
  • Foundations Investment Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q1 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's American Century Focused Dynamic Growth ETF position peaked at $361K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.