JWCA
FDG icon

J.W. Cole Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-1,988
Closed -$252K – 975
2025
Q4 		$252K Sell
1,988
-486
-20% -$60.5K 0.01% 1187
2025
Q3 		$298K Buy
2,474
+193
+8% +$22.2K 0.01% 1216
2025
Q2 		$249K Buy
2,281
+74
+3% +$7.24K 0.01% 1239
2025
Q1 		$201K Buy
2,207
+99
+5% +$10K 0.01% 1156
2024
Q4 		$219K Sell
2,108
-288
-12% -$28.9K 0.01% 875
2024
Q3 		$222K Hold
2,396
– – 0.01% 869
2024
Q2 		$215K Sell
2,396
-300
-11% -$24.9K 0.01% 830
2024
Q1 		$223K Buy
+2,696
New +$207K 0.01% 800

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SWA
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EFL
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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 $305M AUM 29.8% 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 $10.6B AUM 19.99% 1-Year Est. Return