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Park Square Financial Group’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-1,235
Closed -$135K – 482
2025
Q2 		$135K Buy
1,235
+651
+111% +$63.7K 0.1% 159
2025
Q1 		$53.1K Buy
+584
New +$59.2K 0.04% 259

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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Park Square Financial Group's FDG Position: Q3 2025 in Review

Park Square Financial Group sold out of American Century Focused Dynamic Growth ETF (FDG) in Q3 2025, closing a stake of 1,235 shares — an estimated $135K sold.

Park Square Financial Group first reported a position in FDG in Q1 2025 and held it in 2 quarters. The position peaked at $135K in Q2 2025. 54 funds tracked by Wall St. Rank hold FDG as of Q3 2025.

  • Park Square Financial Group reported no remaining American Century Focused Dynamic Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,235 American Century Focused Dynamic Growth ETF shares in Q3 2025, an estimated $135K.
  • Park Square Financial Group first reported a position in American Century Focused Dynamic Growth ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's American Century Focused Dynamic Growth ETF position peaked at $135K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.