SWA
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Strategies Wealth Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Strategies Wealth Advisors’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 		$710K Hold
6,222
– – 0.07% 77
2025
Q4 		$789K Hold
6,222
– – 0.08% 67
2025
Q3 		$749K Hold
6,222
– – 0.08% 77
2025
Q2 		$680K Hold
6,222
– – 0.07% 79
2025
Q1 		$565K Hold
6,222
– – 0.07% 81
2024
Q4 		$669K Buy
+6,222
New +$625K 0.08% 67

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
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
S
Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategies Wealth Advisors's FDG Position: Q1 2026 in Review

Strategies Wealth Advisors held its American Century Focused Dynamic Growth ETF (FDG) position steady in Q1 2026 at 6,222 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #77.

Strategies Wealth Advisors first reported a position in FDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $789K in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • Strategies Wealth Advisors held 6,222 shares of American Century Focused Dynamic Growth ETF worth $710K as of Q1 2026.
  • Strategies Wealth Advisors left its American Century Focused Dynamic Growth ETF share count unchanged in Q1 2026.
  • American Century Focused Dynamic Growth ETF made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Strategies Wealth Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's American Century Focused Dynamic Growth ETF position peaked at $789K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.