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United Capital Financial Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

United Capital Financial 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
Q2 		$7.16M Buy
53,767
+1,335
+3% +$175K 0.04% 302
2026
Q1 		$5.99M Buy
52,432
+4,660
+10% +$567K 0.04% 326
2025
Q4 		$6.05M Buy
+47,772
New +$5.94M 0.04% 321

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

United Capital Financial Advisors's FDG Position: Q2 2026 in Review

United Capital Financial Advisors increased its American Century Focused Dynamic Growth ETF (FDG) stake by 2.5% in Q2 2026, buying an estimated $175K and bringing the position to 53,767 shares worth $7.16M. The position accounts for 0.04% of the portfolio, ranked #302.

United Capital Financial Advisors first reported a position in FDG in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FDG as of Q2 2026.

  • United Capital Financial Advisors held 53,767 shares of American Century Focused Dynamic Growth ETF worth $7.16M as of Q2 2026.
  • United Capital Financial Advisors bought 1,335 American Century Focused Dynamic Growth ETF shares in Q2 2026, an estimated $175K.
  • American Century Focused Dynamic Growth ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • United Capital Financial Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.