Paragon Wealth Strategies’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Paragon Wealth Strategies’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
2022 Q1	–	Sell	-3,203	Closed	-$259K	–	53
2021 Q4	$259K	Buy	+3,203	New	+$269K	0.06%	43
2021 Q3	–	Sell	-787	Closed	-$64K	–	125
2021 Q2	$64K	Buy	+787	New	+$60.7K	0.02%	71
2021 Q1	–	Sell	-3,749	Closed	-$279K	–	41
2020 Q4	$279K	Sell	3,749 -216,610	-98%	-$14.9M	0.1%	32
2020 Q3	$14.3M	Buy	+220,359	New	+$13.7M	6.35%	7

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LWM

Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

CWM

Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

Paragon Wealth Strategies's FDG Position: Q1 2022 in Review

Paragon Wealth Strategies sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2022, closing a stake of 3,203 shares — an estimated $259K sold.

Paragon Wealth Strategies first reported a position in FDG in Q3 2020 and held it in 4 quarters. The position peaked at $14.3M in Q3 2020. 33 funds tracked by Wall St. Rank hold FDG as of Q1 2022.

Paragon Wealth Strategies reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2022 after selling out during the quarter.
Paragon Wealth Strategies sold 3,203 American Century Focused Dynamic Growth ETF shares in Q1 2022, an estimated $259K.
Paragon Wealth Strategies first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 4 quarters.
Paragon Wealth Strategies's American Century Focused Dynamic Growth ETF position peaked at $14.3M in Q3 2020.
33 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2022.

Based on Paragon Wealth Strategies's 13F filing for Q1 2022, filed 22 Apr 2022.