Twin Peaks Wealth Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Twin Peaks 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	$6.16K	Buy	+54	New	+$6.57K	﹤0.01%	1304
2025 Q3	–	Sell	-66	Closed	-$7.57K	–	822
2025 Q2	$7.57K	Buy	+66	New	+$6.46K	﹤0.01%	1078

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 $12.8B AUM 26.53% 1-Year Est. Return

Twin Peaks Wealth Advisors's FDG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in American Century Focused Dynamic Growth ETF (FDG) in Q1 2026: 54 shares worth $6.16K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FDG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FDG in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.57K in Q2 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

Twin Peaks Wealth Advisors held 54 shares of American Century Focused Dynamic Growth ETF worth $6.16K as of Q1 2026.
American Century Focused Dynamic Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
American Century Focused Dynamic Growth ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1304 holding.
Twin Peaks Wealth Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's American Century Focused Dynamic Growth ETF position peaked at $7.57K in Q2 2025.
57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.