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Hershey Financial Advisers’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Hershey Financial Advisers’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 		– Sell
-8,636
Closed -$1.1M – 88
2025
Q4 		$1.1M Buy
+8,636
New +$1.07M 0.93% 49
2025
Q3 		– Sell
-9,122
Closed -$997K – 80
2025
Q2 		$997K Buy
+9,122
New +$893K 0.89% 47
2024
Q4 		$537K Buy
+5,168
New +$519K 0.47% 50
2024
Q2 		$721K Buy
+8,021
New +$667K 0.65% 39

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hershey Financial Advisers's FDG Position: Q1 2026 in Review

Hershey Financial Advisers sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2026, closing a stake of 8,636 shares — an estimated $1.1M sold.

Hershey Financial Advisers first reported a position in FDG in Q2 2024 and held it in 4 quarters. The position peaked at $1.1M in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • Hershey Financial Advisers reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 8,636 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $1.1M.
  • Hershey Financial Advisers first reported a position in American Century Focused Dynamic Growth ETF in Q2 2024 and held it in 4 quarters.
  • Hershey Financial Advisers's American Century Focused Dynamic Growth ETF position peaked at $1.1M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.