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Objective Capital Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Objective Capital 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
2023
Q3 		– Sell
-3,136
Closed -$206K – 104
2023
Q2 		$206K Buy
+3,136
New +$190K 0.18% 92
2022
Q2 		– Sell
-6,796
Closed -$491K – 97
2022
Q1 		$491K Hold
6,796
– – 0.38% 61
2021
Q4 		$549K Buy
+6,796
New +$571K 0.39% 55

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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Objective Capital Management's FDG Position: Q3 2023 in Review

Objective Capital Management sold out of American Century Focused Dynamic Growth ETF (FDG) in Q3 2023, closing a stake of 3,136 shares — an estimated $206K sold.

Objective Capital Management first reported a position in FDG in Q4 2021 and held it in 3 quarters. The position peaked at $549K in Q4 2021. 25 funds tracked by Wall St. Rank hold FDG as of Q3 2023.

  • Objective Capital Management reported no remaining American Century Focused Dynamic Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Objective Capital Management sold 3,136 American Century Focused Dynamic Growth ETF shares in Q3 2023, an estimated $206K.
  • Objective Capital Management first reported a position in American Century Focused Dynamic Growth ETF in Q4 2021 and held it in 3 quarters.
  • Objective Capital Management's American Century Focused Dynamic Growth ETF position peaked at $549K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2023.

Based on Objective Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.