FDG — AMERICAN CENTY ETF TR

Ownership history in Prosperity Financial Group, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Prosperity Financial Group, Inc. 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
0.69% (2023 Q2)
Avg. % of fund
0.61%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,509 +981 +7.3% 0.66% $1.8M $126.85
2025 Q3 ADDED 13,528 +1,114 +9.0% 0.60% $1.6M $120.44
2025 Q2 ADDED 12,414 +935 +8.1% 0.58% $1.4M $109.26
2025 Q1 REDUCED 11,479 -879 -7.1% 0.52% $1.0M $90.86
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.42% Stratos Wealth Advisors, LLC 3Y 7Y 0.39% Owen LaRue, LLC 3Y 0.31%
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