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

Prosperity 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
2026 Q2	$3.19M	Buy	23,938 +10,716	+81%	+$1.41M	0.99%	32
2026 Q1	$1.51M	Sell	13,222 -1,287	-9%	-$156K	0.56%	48
2025 Q4	$1.84M	Buy	14,509 +981	+7%	+$122K	0.66%	41
2025 Q3	$1.63M	Buy	13,528 +1,114	+9%	+$128K	0.6%	51
2025 Q2	$1.36M	Buy	12,414 +935	+8%	+$91.5K	0.58%	52
2025 Q1	$1.04M	Buy	+11,479	New	+$1.16M	0.52%	53
2023 Q1	–	Sell	-12,358	Closed	-$641K	–	106
2022 Q4	$641K	Buy	+12,358	New	+$661K	0.69%	38

Other funds holding FDG

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Prosperity Financial Group's FDG Position: Q2 2026 in Review

Prosperity Financial Group increased its American Century Focused Dynamic Growth ETF (FDG) stake by 81% in Q2 2026, buying an estimated $1.41M and bringing the position to 23,938 shares worth $3.19M. The position accounts for 0.99% of the portfolio, ranked #32.

Prosperity Financial Group first reported a position in FDG in Q4 2022 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold FDG as of Q2 2026.

Prosperity Financial Group held 23,938 shares of American Century Focused Dynamic Growth ETF worth $3.19M as of Q2 2026.
Prosperity Financial Group bought 10,716 American Century Focused Dynamic Growth ETF shares in Q2 2026, an estimated $1.41M.
American Century Focused Dynamic Growth ETF made up 0.99% of Prosperity Financial Group's portfolio in Q2 2026, its #32 holding.
Prosperity Financial Group first reported a position in American Century Focused Dynamic Growth ETF in Q4 2022 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.