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 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 $194B AUM 35% 1-Year Est. Return

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

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

Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Prosperity Financial Group's FDG Position: Q1 2026 in Review

Prosperity Financial Group reduced its American Century Focused Dynamic Growth ETF (FDG) stake by 8.9% in Q1 2026, selling an estimated $156K and leaving 13,222 shares worth $1.51M. The position accounts for 0.56% of the portfolio, ranked #48.

Prosperity Financial Group first reported a position in FDG in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

Prosperity Financial Group held 13,222 shares of American Century Focused Dynamic Growth ETF worth $1.51M as of Q1 2026.
Prosperity Financial Group sold 1,287 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $156K.
American Century Focused Dynamic Growth ETF made up 0.56% of Prosperity Financial Group's portfolio in Q1 2026, its #48 holding.
Prosperity Financial Group first reported a position in American Century Focused Dynamic Growth ETF in Q4 2022 and has held it in 6 quarters since.
Prosperity Financial Group's American Century Focused Dynamic Growth ETF position peaked at $1.84M in Q4 2025.
57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.