Sigma Planning Corp’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Sigma Planning Corp’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	-9,123	Closed	-$737K	–	1406
2021 Q4	$737K	Sell	9,123 -1,003	-10%	-$84.3K	0.02%	672
2021 Q3	$830K	Sell	10,126 -2,740	-21%	-$229K	0.03%	614
2021 Q2	$1.04M	Buy	12,866 +1,133	+10%	+$87.4K	0.03%	543
2021 Q1	$867K	Buy	11,733 +5,884	+101%	+$447K	0.03%	559
2020 Q4	$435K	Buy	5,849 +945	+19%	+$65.1K	0.01%	753
2020 Q3	$318K	Buy	+4,904	New	+$305K	0.01%	775

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

Sigma Planning Corp's FDG Position: Q1 2022 in Review

Sigma Planning Corp sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2022, closing a stake of 9,123 shares — an estimated $737K sold.

Sigma Planning Corp first reported a position in FDG in Q3 2020 and held it in 6 quarters. The position peaked at $1.04M in Q2 2021. 33 funds tracked by Wall St. Rank hold FDG as of Q1 2022.

Sigma Planning Corp reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 9,123 American Century Focused Dynamic Growth ETF shares in Q1 2022, an estimated $737K.
Sigma Planning Corp first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 6 quarters.
Sigma Planning Corp's American Century Focused Dynamic Growth ETF position peaked at $1.04M in Q2 2021.
33 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.