SFS
FDG icon

Sowell Financial Services’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-24,487
Closed -$1.59M – 2732
2020
Q3 		$1.59M Buy
+24,487
New +$1.52M 0.08% 214

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sowell Financial Services's FDG Position: Q4 2020 in Review

Sowell Financial Services sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2020, closing a stake of 24,487 shares — an estimated $1.59M sold.

Sowell Financial Services first reported a position in FDG in Q3 2020 and held it in 1 quarter. The position peaked at $1.59M in Q3 2020. 30 funds tracked by Wall St. Rank hold FDG as of Q4 2020.

  • Sowell Financial Services reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 24,487 American Century Focused Dynamic Growth ETF shares in Q4 2020, an estimated $1.59M.
  • Sowell Financial Services first reported a position in American Century Focused Dynamic Growth ETF in Q3 2020 and held it in 1 quarter.
  • Sowell Financial Services's American Century Focused Dynamic Growth ETF position peaked at $1.59M in Q3 2020.
  • 30 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.