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Disclosery

FDG AMERICAN CENTY ETF TR

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FOCUSED DYNAMIC (fund)

54 managers (54 13F filers) reported a position in FDG shares at 2025-09-30, 2,018,956 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
54
13F filers
54
New
6
Added
21
Reduced
18
Sold out
9
Shares held by filers
2,018,956

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC616,983$74.3M0.04%-11,08213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC453,497$54.6M0.02%-6,98013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp205,395$24.7M<0.01%+17,94213F-HRTimelineGroup
WIN ADVISORS, INC101,651$12.2M5.96%+82,95513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.62,112$7.48M0.36%-31113F-HRTimelineGroup
ERn Financial, LLC58,313$7.02M1.39%+2,78713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,289$6.42M0.43%-1,60113F-HRTimeline
Sunpointe, LLC49,334$5.94M2.15%013F-HRTimeline
Cambridge Investment Research Advisors,…42,348$5.1M0.01%-1,24813F-HRTimeline
Apexium Financial, LP41,967$5.05M0.25%+5,35613F-HRTimeline
Farther Finance Advisors, LLC33,419$4.02M0.06%+11,74013F-HRTimeline
Slagle Financial, LLC27,398$3.3M1.21%-4413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,737$3.1M<0.01%-7,90213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,095$2.78M<0.01%+46513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,842$2.74M<0.01%-28413F-HRTimelineGroup
IFP Advisors, Inc20,096$2.42M0.06%+41013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC16,397$1.98M<0.01%+63913F-HRTimeline
LPL Financial LLC16,209$1.95M<0.01%+18613F-HRTimeline
HighTower Advisors, LLC14,662$1.77M<0.01%+29013F-HRTimeline
Dominguez Wealth Management Solutions, …13,568$1.63M1.03%+17613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,528$1.63M0.6%+1,11413F-HRTimelineGroup
AE Wealth Management LLC12,385$1.49M0.01%+3,76613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,095$1.34M<0.01%-813F-HR/ATimelineGroup
Ethos Financial Group, LLC7,916$953K0.07%+3713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,610$917K<0.01%+96513F-HR/ATimelineGroup
Owen LaRue, LLC6,408$772K0.3%-213F-HRTimeline
Cetera Investment Advisers6,323$762K<0.01%+1,62813F-HRTimeline
Strategies Wealth Advisors, LLC6,222$749K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,496$662K<0.01%+5713F-HRTimeline
Financial Partners Group, Inc4,416$532K0.07%+42413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,851$464K0.03%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,558$429K0.16%-27413F-HRTimeline
Jaffetilchin Investment Partners, LLC3,395$409K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,344$403K0.01%-1,63313F-HRTimelineGroup
Elevation Capital Advisory, LLC3,330$401K0.16%-71,44513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,150$379K0.01%013F-HRTimelineGroup
BXM Wealth LLC3,105$374K0.35%-2,00013F-HRTimeline
High Falls Advisors, Inc2,655$320K0.07%-11313F-HRTimeline
J.W. COLE ADVISORS, INC.2,474$298K0.01%+19313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,827$220K<0.01%-9,35313F-HRTimelineGroup
Beacon Financial Advisory LLC1,820$219K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,740$210K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC1,728$208K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,095$132K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY998$120K<0.01%-13513F-HR/ATimelineGroup
LANARK FINANCIAL, INC.396$47.7K<0.01%+11013F-HRTimeline
AlphaCore Capital LLC295$35.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC150$18K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC133$16K<0.01%+9813F-HRTimelineGroup
Sunbelt Securities, Inc.67$8.07K<0.01%013F-HRTimeline
Advisory Services Network, LLC58$6.99K<0.01%new13F-HRTimeline
Truvestments Capital LLC36$4.34K<0.01%-113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23$2.77K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17$2.05K<0.01%013F-HRTimelineGroup