FDG — AMERICAN CENTY ETF TR

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in AMERICAN CENTY ETF TR (FDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2020 Q4)
Avg. % of fund
0.01%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 58 -6,542 -99.1% 0.00% $7K $120.44
2021 Q4 REDUCED 6,600 -400 -5.7% 0.02% $533K $80.74
2021 Q3 UNCHANGED 7,000 — 0% 0.02% $574K $81.95
2021 Q2 ADDED 7,000 +240 +3.6% 0.02% $568K $81.16
2021 Q1 REDUCED 6,760 -40 -0.6% 0.02% $500K $73.93
2020 Q4 ADDED 6,800 +3,400 +100.0% 0.02% $506K $74.40
2020 Q3 INITIATED 3,400 — — 0.01% $220K $64.79
% of Fund (quarterly)    FDG price (monthly, adj. close)

Other funds also holding FDG

As of 2025 Q4 — sorted by position size

Sunpointe, LLC 2.07% ERn Financial, LLC 3Y 7Y 1.53% Koenig Investment Advisory, LLC 1.51% Slagle Financial, LLC 1.24% Delta Investment Management, LLC 3Y 7Y 1.21% Dominguez Wealth Management Solutions, Inc. 3Y 0.99% WIN ADVISORS, INC 3Y 0.91% Prosperity Financial Group, Inc. 0.66% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.42% Stratos Wealth Advisors, LLC 3Y 7Y 0.39%
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