AMERICAN CENTY ETF TR's ticker is FDG and the CUSIP is 025072810. A total of 26 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,987,673 | -13.2% | 63,248 | -9.6% | 0.01% | -12.5% |
| Q2 2023 | $4,592,851 | +10.7% | 69,949 | -1.3% | 0.01% | +14.3% |
| Q1 2023 | $4,149,384 | +31.8% | 70,852 | +16.8% | 0.01% | +16.7% |
| Q4 2022 | $3,147,663 | -18.5% | 60,672 | -17.4% | 0.01% | -14.3% |
| Q3 2022 | $3,864,000 | +3.7% | 73,497 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $3,726,000 | -39.2% | 71,034 | -16.2% | 0.01% | -30.0% |
| Q1 2022 | $6,131,000 | +1.6% | 84,793 | +13.5% | 0.01% | +11.1% |
| Q4 2021 | $6,033,000 | +14.0% | 74,724 | +15.7% | 0.01% | 0.0% |
| Q3 2021 | $5,294,000 | +0.6% | 64,596 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $5,263,000 | +10.8% | 64,851 | +0.9% | 0.01% | +12.5% |
| Q1 2021 | $4,750,000 | +8.1% | 64,254 | +8.8% | 0.01% | 0.0% |
| Q4 2020 | $4,395,000 | +24.0% | 59,071 | +8.1% | 0.01% | 0.0% |
| Q3 2020 | $3,543,000 | – | 54,669 | – | 0.01% | – |
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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% |