FDG Institutional Ownership
American Century Focused Dynamic Growth ETF
1W: +0.7%
1M: +4.7%
3M: +2.1%
YTD: +8.0%
1Y: +12.5%
3Y: +119.0%
5Y: +60.2%
$136.92
+1.62 (+1.20%)
Weekly Expected Move ±2.4%
$130
$133
$137
$140
$143
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDG
67
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
304M
Total Invested
13
New Positions
23
Increased
18
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | 709,475 | $97M | +107,213 | +17.8% | 15Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 492,734 | $67M | +2,001 | +0.4% | 23Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 282,226 | $39M | +34,758 | +14.0% | 14Q | SEC ↗ |
| 4 | ERn Financial, LLC | 71,005 | $10M | +5,433 | +8.3% | 23Q | SEC ↗ |
| 5 | Stratos Wealth Advisors, LLC | 68,166 | $9M | +269 | +0.4% | 6Q | SEC ↗ |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53,767 | $7M | +1,335 | +2.5% | 3Q | SEC ↗ |
| 7 | Sunpointe, LLC | 49,334 | $7M | — | +0.0% | 8Q | SEC ↗ |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | 49,223 | $7M | -2,598 | -5.0% | 14Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 48,959 | $7M | +9,167 | +23.0% | 23Q | SEC ↗ |
| 10 | Networth Advisors, LLC | 39,204 | $5M | +894 | +2.3% | 3Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 38,666 | $5M | +405 | +1.1% | 6Q | SEC ↗ |
| 12 | Slagle Financial, LLC | 36,280 | $5M | +8,465 | +30.4% | 13Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 32,678 | $4M | +2,936 | +9.9% | 23Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 28,205 | $4M | +4,436 | +18.7% | 7Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 25,389 | $3M | -1,310 | -4.9% | 24Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 24,891 | $3M | -1,583 | -6.0% | 23Q | SEC ↗ |
| 17 | Prosperity Financial Group, Inc. | 23,938 | $3M | +10,716 | +81.0% | 6Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 22,914 | $3M | +19,494 | +570.0% | 9Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 22,183 | $3M | -485 | -2.1% | 12Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP NEW | 19,200 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | LPL Financial LLC | 15,998 | $2M | +660 | +4.3% | 9Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 15,628 | $2M | -126 | -0.8% | 19Q | SEC ↗ |
| 23 | Koenig Investment Advisory, LLC | 15,540 | $2M | -32 | -0.2% | 3Q | SEC ↗ |
| 24 | Dominguez Wealth Management Solutions, | 11,692 | $2M | -492 | -4.0% | 15Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC | 11,428 | $2M | +8,021 | +235.4% | 2Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 10,950 | $1M | +4,429 | +67.9% | 15Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 6,602 | $904K | -328 | -4.7% | 10Q | SEC ↗ |
| 28 | Strategies Wealth Advisors, LLC | 6,222 | $852K | — | +0.0% | 7Q | SEC ↗ |
| 29 | Owen LaRue, LLC | 5,824 | $797K | -35 | -0.6% | 15Q | SEC ↗ |
| 30 | Geneos Wealth Management Inc. | 4,858 | $665K | — | +0.0% | 2Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 4,390 | $601K | +414 | +10.4% | 10Q | SEC ↗ |
| 32 | Financial Partners Group, Inc | 4,358 | $597K | -104 | -2.3% | 6Q | SEC ↗ |
| 33 | Jaffetilchin Investment Partners, LLC | 3,395 | $465K | — | +0.0% | 24Q | SEC ↗ |
| 34 | Joseph P. Lucia & Associates, LLC | 3,292 | $451K | — | +0.0% | 11Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 3,150 | $431K | — | +0.0% | 13Q | SEC ↗ |
| 36 | Realta Investment Advisors | 3,060 | $419K | +322 | +11.8% | 3Q | SEC ↗ |
| 37 | KEYBANK NATIONAL ASSOCIATION/OH NEW | 2,903 | $397K | — | +0.0% | 1Q | SEC ↗ |
| 38 | OneDigital Investment Advisors LLC | 2,776 | $380K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 2,229 | $305K | -1,801 | -44.7% | 5Q | SEC ↗ |
| 40 | PNC Financial Services Group, Inc. | 1,740 | $238K | — | +0.0% | 6Q | SEC ↗ |
| 41 | Crestwood Advisors Group, LLC NEW | 1,728 | $237K | — | +0.0% | 1Q | SEC ↗ |
| 42 | J.W. COLE ADVISORS, INC. NEW | 1,667 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Pine Valley Investments Ltd Liability NEW | 1,626 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FSA Advisors, Inc. NEW | 1,523 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Lloyd Advisory Services, LLC. | 1,358 | $186K | +1,230 | +960.9% | 3Q | SEC ↗ |
| 46 | FAS Wealth Partners, Inc. NEW | 1,313 | $180K | — | +0.0% | 1Q | SEC ↗ |
| 47 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,273 | $174K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MORGAN STANLEY | 998 | $137K | — | +0.0% | 7Q | SEC ↗ |
| 49 | FMR LLC | 905 | $124K | +668 | +281.9% | 7Q | SEC ↗ |
| 50 | LANARK FINANCIAL, INC. | 789 | $108K | +5 | +0.6% | 6Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 19,200 | $3M |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,903 | $397K |
| Crestwood Advisors Group, LLC | 1,728 | $237K |
| J.W. COLE ADVISORS, INC. | 1,667 | $228K |
| Pine Valley Investments Ltd Liabili | 1,626 | $223K |
| FSA Advisors, Inc. | 1,523 | $209K |
| FAS Wealth Partners, Inc. | 1,313 | $180K |
| FIDUCIARY FINANCIAL ADVISORS | 1,273 | $174K |
| MERCER GLOBAL ADVISORS INC /ADV | 368 | $50K |
| WELLS FARGO & COMPANY/MN | 54 | $7K |
| Global Retirement Partners, LLC | 51 | $7K |
| Quest 10 Wealth Builders, Inc. | 16 | $2K |
| Institute for Wealth Management, LL | 10 | $1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BXM Wealth LLC | 152,545 | $21M |
| Delta Investment Management, LLC | 55,062 | $8M |
| WIN ADVISORS, INC | 16,870 | $2M |
| Hershey Financial Advisers, LLC | 8,636 | $1M |
| SILVER OAK SECURITIES, INCORPORATED | 5,097 | $698K |
| GOLDMAN SACHS GROUP INC | 4,533 | $621K |
| Synergy Asset Management, LLC | 2,887 | $395K |
| JANE STREET GROUP, LLC | 2,845 | $390K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 1,798 | $246K |
| Beacon Financial Advisory LLC | 1,785 | $244K |
| ADVISORTRUST PARTNERS, LLC | 1,184 | $162K |
| AlphaCore Capital LLC | 275 | $38K |
| GLENMEDE TRUST CO NA | 113 | $15K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 54 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +107,213 | +17.8% | 709,475 |
| Bank of New York Mellon Corp | +34,758 | +14.0% | 282,226 |
| OSAIC HOLDINGS, INC. | +19,494 | +570.0% | 22,914 |
| Prosperity Financial Group, Inc. | +10,716 | +81.0% | 23,938 |
| COMMONWEALTH EQUITY SERVICES, LLC | +9,167 | +23.0% | 48,959 |
| Slagle Financial, LLC | +8,465 | +30.4% | 36,280 |
| Kingsview Wealth Management, LLC | +8,021 | +235.4% | 11,428 |
| ERn Financial, LLC | +5,433 | +8.3% | 71,005 |
| AE Wealth Management LLC | +4,436 | +18.7% | 28,205 |
| BANK OF AMERICA CORP /DE | +4,429 | +67.9% | 10,950 |
| IFP Advisors, Inc | +2,936 | +9.9% | 32,678 |
| ENVESTNET ASSET MANAGEMENT INC | +2,001 | +0.4% | 492,734 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +1,335 | +2.5% | 53,767 |
| Lloyd Advisory Services, LLC. | +1,230 | +960.9% | 1,358 |
| Networth Advisors, LLC | +894 | +2.3% | 39,204 |
| FMR LLC | +668 | +281.9% | 905 |
| LPL Financial LLC | +660 | +4.3% | 15,998 |
| MML INVESTORS SERVICES, LLC | +414 | +10.4% | 4,390 |
| Farther Finance Advisors, LLC | +405 | +1.1% | 38,666 |
| Realta Investment Advisors | +322 | +11.8% | 3,060 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | -2,598 | -5.0% | 49,223 |
| JPMORGAN CHASE & CO | -2,058 | -93.4% | 145 |
| Kestra Advisory Services, LLC | -1,801 | -44.7% | 2,229 |
| Cambridge Investment Research Advis | -1,583 | -6.0% | 24,891 |
| TRUIST FINANCIAL CORP | -1,310 | -4.9% | 25,389 |
| Dominguez Wealth Management Solutio | -492 | -4.0% | 11,692 |
| STIFEL FINANCIAL CORP | -485 | -2.1% | 22,183 |
| Cetera Investment Advisers | -328 | -4.7% | 6,602 |
| HighTower Advisors, LLC | -126 | -0.8% | 15,628 |
| Financial Partners Group, Inc | -104 | -2.3% | 4,358 |
| Owen LaRue, LLC | -35 | -0.6% | 5,824 |
| Koenig Investment Advisory, LLC | -32 | -0.2% | 15,540 |
| VANGUARD ADVISERS INC | -7 | -26.9% | 19 |