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Institute for Wealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Institute for Wealth Management’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
Q2 		$1.33K Buy
+10
New +$1.31K ﹤0.01% 1636

Other funds holding FDG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Institute for Wealth Management's FDG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in American Century Focused Dynamic Growth ETF (FDG) in Q2 2026: 10 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #1636 among its holdings.

40 funds tracked by Wall St. Rank hold FDG as of Q2 2026.

  • Institute for Wealth Management held 10 shares of American Century Focused Dynamic Growth ETF worth $1.33K as of Q2 2026.
  • American Century Focused Dynamic Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • American Century Focused Dynamic Growth ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1636 holding.
  • 40 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.