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Wealthspire Advisors (New York)’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,095
Closed -$132K – 1648
2025
Q3 		$132K Buy
+1,095
New +$126K ﹤0.01% 921

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 $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 $1.63B AUM 16.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2025, closing a stake of 1,095 shares — an estimated $132K sold.

Wealthspire Advisors (New York) first reported a position in FDG in Q3 2025 and held it in 1 quarter. The position peaked at $132K in Q3 2025. 60 funds tracked by Wall St. Rank hold FDG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,095 American Century Focused Dynamic Growth ETF shares in Q4 2025, an estimated $132K.
  • Wealthspire Advisors (New York) first reported a position in American Century Focused Dynamic Growth ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s American Century Focused Dynamic Growth ETF position peaked at $132K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.