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Funds Holding FDG

On this page, we present all of the funds holding FDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FDG, with a link to that fund's top holdings. The next columns indicate the amount of FDG stock held by each of the funds holding FDG, followed by the FDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding FDG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by American Century Companies Inc.. For more details on the positions held by American Century Companies Inc. (or by any of the other funds holding FDG), click the fund name in the "Holder" column of the funds-holding-FDG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
American Century Companies Inc.959,715$68,322 12/31/2023
     FDG959,715$68,322 12/31/2023
Envestnet Asset Management Inc.558,680$39,772 12/31/2023
     FDG558,680$39,772 12/31/2023
Bank of New York Mellon Corp101,048$8,348 03/31/2024
     FDG101,048$8,348 03/31/2024
Slagle Financial LLC107,322$7,640 12/31/2023
     FDG107,322$7,640 12/31/2023
ERn Financial LLC66,430$5,488 03/31/2024
     FDG66,430$5,488 03/31/2024
Creative Financial Designs Inc. ADV68,982$4,911 12/31/2023
     FDG68,982$4,911 12/31/2023
Synergy Financial Management LLC54,812$4,528 03/31/2024
     FDG54,812$4,528 03/31/2024
AE Wealth Management LLC55,828$4,090 12/31/2023
     FDG55,828$4,090 12/31/2023
Truist Financial Corp45,160$3,215 12/31/2023
     FDG45,160$3,215 12/31/2023
Cambridge Investment Research Advisors Inc.26,658$2,202 03/31/2024
     FDG26,658$2,202 03/31/2024
Apexium Financial LP23,549$1,946 03/31/2024
     FDG23,549$1,946 03/31/2024
Lincoln National Corp27,054$1,926 12/31/2023
     FDG27,054$1,926 12/31/2023
Dominguez Wealth Management Solutions Inc.15,221$1,258 03/31/2024
     FDG15,221$1,258 03/31/2024
Stifel Financial Corp11,508$819 12/31/2023
     FDG11,508$819 12/31/2023
Commonwealth Equity Services LLC10,713$763 12/31/2023
     FDG10,713$763 12/31/2023
Owen LaRue LLC9,568$681 12/31/2023
     FDG9,568$681 12/31/2023
IFP Advisors Inc8,805$627 12/31/2023
     FDG8,805$627 12/31/2023
Bank of America Corp DE8,564$610 12/31/2023
     FDG8,564$610 12/31/2023
GeoWealth Management LLC7,668$546 12/31/2023
     FDG7,668$546 12/31/2023
Citadel Advisors LLC6,994$498 12/31/2023
     FDG6,994$498 12/31/2023
HighTower Advisors LLC5,439$386 12/31/2023
     FDG5,439$386 12/31/2023
Cetera Advisor Networks LLC4,949$352 12/31/2023
     FDG4,949$352 12/31/2023
Jaffetilchin Investment Partners LLC4,380$312 12/31/2023
     FDG4,380$312 12/31/2023
Wealthcare Advisory Partners LLC3,208$265 03/31/2024
     FDG3,208$265 03/31/2024
Beacon Financial Advisory LLC3,390$241 12/31/2023
     FDG3,390$241 12/31/2023
Joseph P. Lucia & Associates LLC3,170$226 12/31/2023
     FDG3,170$226 12/31/2023
Fortitude Advisory Group L.L.C.2,945$210 12/31/2023
     FDG2,945$210 12/31/2023
Win Advisors Inc.2,428$201 03/31/2024
     FDG2,428$201 03/31/2024
Royal Bank of Canada547$39 12/31/2023
     FDG547$39 12/31/2023
CWM LLC150$12 03/31/2024
     FDG150$12 03/31/2024
VitalStone Financial LLC67$5 12/31/2023
     FDG67$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     FDG0$0 12/31/2023

See Summary: Institutional Holders of FDG
See Details: Top 10 Hedge Funds Holding FDG
Also See: FDG Holdings Changes

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