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Lloyd Advisory Services’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Lloyd Advisory Services’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 		$14.6K Sell
128
-1,190
-90% -$145K ﹤0.01% 432
2025
Q4 		$167K Buy
+1,318
New +$164K 0.06% 133

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 $532M AUM 15.53% 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 $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 $12.8B AUM 26.53% 1-Year Est. Return

Lloyd Advisory Services's FDG Position: Q1 2026 in Review

Lloyd Advisory Services reduced its American Century Focused Dynamic Growth ETF (FDG) stake by 90% in Q1 2026, selling an estimated $145K and leaving 128 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Lloyd Advisory Services first reported a position in FDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $167K in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • Lloyd Advisory Services held 128 shares of American Century Focused Dynamic Growth ETF worth $14.6K as of Q1 2026.
  • Lloyd Advisory Services sold 1,190 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $145K.
  • American Century Focused Dynamic Growth ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #432 holding.
  • Lloyd Advisory Services first reported a position in American Century Focused Dynamic Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's American Century Focused Dynamic Growth ETF position peaked at $167K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.