FDG — AMERICAN CENTY ETF TR

Ownership history in WIN ADVISORS, INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, 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
5.96% (2025 Q3)
Avg. % of fund
1.69%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,870 -84,781 -83.4% 0.91% $2.1M $126.85
2025 Q3 ADDED 101,651 +82,955 +443.7% 5.96% $12.2M $120.44
2025 Q2 REDUCED 18,696 -10,337 -35.6% 0.99% $2.0M $109.26
2024 Q4 ADDED 29,033 +26,605 +1095.8% 1.46% $3.0M $103.86
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% 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% 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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