Institutional Ownership American Centy ETF Tr Focused (FDG)
This table provides information about the institutional ownership of American Centy ETF Tr Focused (FDG). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,224
shares
|
$540,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
5,168
shares
|
$534,732
0.47% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,695
shares
|
$485,791
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
4,688
shares
|
$485,067
0.05% of portfolio
|
Q1 2025
Reduced 79.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,646
shares
|
$480,721
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
4,109
shares
|
$425,158
0.2% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,978
shares
|
$411,603
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
3,816
shares
|
$394,841
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,395
shares
|
$351,280
0.02% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,207
shares
|
$331,828
0.0% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,150
shares
|
$325,930
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,082
shares
|
$318,894
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,207
shares
|
$228,358
0.01% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,996
shares
|
$206,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,740
shares
|
$180,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,645
shares
|
$170,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
998
shares
|
$103,263
0.0% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
584
shares
|
$60,426
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
268
shares
|
$27,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
150
shares
|
$15,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
68
shares
|
$7,035
0.0% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
67
shares
|
$6,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
40
shares
|
$4,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
37
shares
|
$3,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
27
shares
|
$2,793
0.0% of portfolio
|
Q1 2025
New holding
|