Foundations Investment Advisors, LLC 13D and 13G filings for Foundations Dynamic Income ETF:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2025-04-02 8:26 pm Sale |
2025-03-31 | 13G | Foundations Dynamic Income ETF FDTB |
Foundations Investment Advisors, LLC | 378,594 45.890% |
-25,377 (-6.28%) |
Filing |
| 2025-02-05 8:08 pm Purchase |
2025-01-31 | 13G | Foundations Dynamic Income ETF FDTB |
Foundations Investment Advisors, LLC | 403,971 55.720% |
137,137 (+51.39%) |
Filing |
| 2025-01-08 6:33 pm Purchase |
2024-12-31 | 13G | Foundations Dynamic Income ETF FDTB |
Foundations Investment Advisors, LLC | 266,834 44.470% |
8,661 (+3.35%) |
Filing |
| 2024-12-06 6:07 pm Purchase |
2024-11-30 | 13G | Foundations Dynamic Income ETF FDTB |
Foundations Investment Advisors, LLC | 258,173 33.300% |
258,173 (New Position) |
Filing |