FDG — AMERICAN CENTY ETF TR

Ownership history in Slagle Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, 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
3.84% (2025 Q1)
Avg. % of fund
2.32%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,098 +700 +2.6% 1.24% $3.6M $126.85
2025 Q3 REDUCED 27,398 -44 -0.2% 1.21% $3.3M $120.44
2025 Q2 REDUCED 27,442 -67,645 -71.1% 1.21% $3.0M $109.26
2025 Q1 ADDED 95,087 +16,426 +20.9% 3.84% $8.6M $90.86
7 older quarters 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% 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% Owen LaRue, LLC 3Y 0.31%
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