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Get Institutions for : 
American Century Focused Dynamic Growth Etf (FDG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    3
Total shares held : 
 2,028,291  
% of shares held : 
 72.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -117,328  
% of shares held change : 
   -4.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 3,642
 0.18%
 
Increased Positions :
10
 71,175
 3.51%
 
Unchanged Positions :
4
 10,978
 0.54%
 
Decreased Positions :
12
-192,145
-9.47%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERICAN CENTURY COMPANIES INC 404 - 2023-12-31 959,715 $68,322,000 -22,281
   ENVESTNET ASSET MANAGEMENT INC 704 - 2023-12-31 558,680 $39,772,000 20,924
   BANK OF NEW YORK MELLON CORP 2046 - 2024-03-31 101,048 $8,348,000 21,292
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 66,927 $5,529,000 -2,055
   ERn Financial LLC 29 - 2024-03-31 66,430 $5,488,000 -88
   Synergy Financial Management LLC 34 *New 2024-03-31 54,812 $4,528,000 54,812
   AE Wealth Management LLC 655 - 2023-12-31 55,828 $4,090,000 6,499
   Slagle Financial LLC 9 - 2023-12-31 107,322 $3,820,000 59,283
   BB&T CORP 1018 - 2023-12-31 45,160 $3,215,000 -18,088
   LINCOLN NATIONAL CORP - 2024-03-31 28,923 $2,390,000 1,869
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1193 - 2024-03-31 26,658 $2,202,000 -6,537
   Apexium Financial LP 63 - 2024-03-31 23,549 $1,946,000 -2,430
   Dominguez Wealth Management Solutions Inc. 22 - 2024-03-31 15,221 $1,258,000 -138
   COMMONWEALTH EQUITY SERVICES LLC. 2305 - 2024-03-31 10,953 $905,000 240
   STIFEL FINANCIAL CORP 2251 - 2023-12-31 11,508 $819,000 5,744
   Owen LaRue LLC 39 - 2023-12-31 9,568 $681,000 -760
   IFP Advisors Inc 496 - 2023-12-31 8,805 $627,000 652
   BANK OF AMERICA CORP /DE/ 4345 - 2023-12-31 8,564 $610,000 352
   GeoWealth Management LLC 314 - 2023-12-31 7,668 $546,000 -107,341
   CITADEL ADVISORS LLC 3612 - 2023-12-31 6,994 $498,000 -19,425
   HIGHTOWER ADVISORS, LLC 2456 - 2023-12-31 5,439 $386,000 760
   FINANCIAL NETWORK 2122 - 2023-12-31 4,949 $352,000 -1,062
   JAFFETILCHIN INVESTMENT PARTNERS LLC 280 - 2023-12-31 4,380 $312,000 0
   Beacon Financial Advisory LLC 182 - 2024-03-31 3,590 $297,000 200
   Wealthcare Advisory Partners LLC 701 - 2024-03-31 3,208 $265,000 0
   Joseph P. Lucia & Associates LLC - 2024-03-31 2,831 $234,000 -339
   J.W. COLE ADVISORS INC. *New 2024-03-31 2,696 $223,000 2,696
   WIN ADVISORS INC 54 *New 2024-03-31 2,428 $201,000 2,428
   ROYAL BANK OF CANADA 5399 *New 2023-12-31 547 $39,000 547
   CWM LLC 3188 - 2024-03-31 150 $12,000 0
   VitalStone Financial LLC 336 - 2023-12-31 67 $5,000 -5
   Fortitude Advisory Group L.L.C. *Closed 2024-03-31 0 $0 -2,945
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  33 Records found
  1    
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