AMERICAN CENTY ETF TR's ticker is FDG and the CUSIP is 025072810. A total of 25 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,000 | -11.9% | 4,679 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $335,000 | +9.1% | 5,092 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $307,000 | +44.1% | 5,242 | +27.5% | 0.00% | – |
| Q4 2022 | $213,000 | +2.4% | 4,112 | +3.2% | 0.00% | -100.0% |
| Q3 2022 | $208,000 | -13.0% | 3,984 | -13.1% | 0.00% | 0.0% |
| Q2 2022 | $239,000 | -11.8% | 4,582 | +22.4% | 0.00% | 0.0% |
| Q1 2022 | $271,000 | +22.6% | 3,744 | +35.3% | 0.00% | – |
| Q4 2021 | $221,000 | – | 2,768 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 135,915 | $10,112,000 | 4.12% |
| First Heartland Consultants, Inc. | 239,159 | $17,793,000 | 2.96% |
| Synergy Asset Management, LLC | 64,863 | $4,826,000 | 1.52% |
| Delta Investment Management, LLC | 33,127 | $2,464,000 | 0.79% |
| Financial Partners Group, Inc | 28,669 | $2,208,000 | 0.66% |
| ERn Financial, LLC | 13,715 | $1,020,000 | 0.42% |
| Jaffetilchin Investment Partners, LLC | 26,470 | $1,969,000 | 0.28% |
| Beacon Financial Advisory LLC | 5,688 | $423,000 | 0.28% |
| Concentrum Wealth Management | 2,907 | $216,000 | 0.17% |
| Aurora Private Wealth, Inc. | 5,048 | $376,000 | 0.16% |