FDG β€” AMERICAN CENTY ETF TR

Ownership history in Wealthcare Advisory Partners LLC  Β·  12 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported AMERICAN CENTY ETF TR (FDG) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FDG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDG stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held FDG β€” position size vs. price
% of Fund (quarterly)    FDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,150 β€” 0% 0.01% $359K 2026-04-14 $125.20
2025 Q4 UNCHANGED 3,150 β€” 0% 0.01% $400K 2026-01-14 $128.38
2025 Q3 UNCHANGED 3,150 β€” 0% 0.01% $379K 2025-11-07 $123.30
2025 Q2 UNCHANGED 3,150 β€” 0% 0.01% $344K 2025-07-22 $112.30
2025 Q1 UNCHANGED 3,150 β€” 0% 0.01% $286K 2025-04-15 $88.72
2024 Q4 REDUCED 3,150 -58 -1.8% 0.01% $327K 2025-01-15 $105.16
2024 Q3 UNCHANGED 3,208 β€” 0% 0.01% $297K 2024-11-04 $94.80
2024 Q2 UNCHANGED 3,208 β€” 0% 0.01% $288K 2024-08-12 $84.92
2024 Q1 UNCHANGED 3,208 β€” 0% 0.01% $265K 2024-04-15 $79.76
2023 Q4 UNCHANGED 3,208 β€” 0% 0.01% $228K 2024-02-06 $75.61
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FDG

As of 2026 Q1 β€” sorted by position size

CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.36% IFP Advisors, Inc 3Y 7Y 0.07% Financial Partners Group, Inc 3Y 7Y 0.06% Farther Finance Advisors, LLC 0.04% NBC SECURITIES, INC. 0.01%

FAQ About Wealthcare Advisory Partners LLC and FDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning FDG?

Wealthcare Advisory Partners LLC reported FDG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDG position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for FDG was 0.01% in 2024 Q4.

What is the latest reported FDG position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 3,150 shares, equal to 0.01% of portfolio, with an estimated market value of $359K.

What does the chart on this FDG ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly FDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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