UCFA
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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
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 $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
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 $10.6B AUM 19.99% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM

United Capital Financial Advisors's FDG Position: Q1 2026 in Review

United Capital Financial Advisors increased its American Century Focused Dynamic Growth ETF (FDG) stake by 9.8% in Q1 2026, buying an estimated $567K and bringing the position to 52,432 shares worth $5.99M. The position accounts for 0.04% of the portfolio, ranked #326.

United Capital Financial Advisors first reported a position in FDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.05M in Q4 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

  • United Capital Financial Advisors held 52,432 shares of American Century Focused Dynamic Growth ETF worth $5.99M as of Q1 2026.
  • United Capital Financial Advisors bought 4,660 American Century Focused Dynamic Growth ETF shares in Q1 2026, an estimated $567K.
  • American Century Focused Dynamic Growth ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #326 holding.
  • United Capital Financial Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's American Century Focused Dynamic Growth ETF position peaked at $6.05M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.