Foundations Investment Advisors, LLC 13D/13G Filings for Foundations Dynamic Core ETF (FDCE)

Foundations Investment Advisors, LLC 13D and 13G filings for Foundations Dynamic Core 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.
Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2025-03-06
6:48 pm
Sale
2025-02-28 13G Foundations Dynamic Core ETF
FDCE
Foundations Investment Advisors, LLC 54,598
31.200%
-376decrease
(-0.68%)
Filing
2025-02-05
8:08 pm
Purchase
2025-01-31 13G Foundations Dynamic Core ETF
FDCE
Foundations Investment Advisors, LLC 54,974
36.650%
17,084increase
(+45.09%)
Filing
2025-02-04
1:14 pm
Purchase
2024-12-31 13G Foundations Dynamic Core ETF
FDCE
Foundations Investment Advisors, LLC 37,890
18.950%
1,564increase
(+4.31%)
Filing
2024-12-06
5:57 pm
Purchase
2024-11-30 13G Foundations Dynamic Core ETF
FDCE
Foundations Investment Advisors, LLC 36,326
16.100%
36,326increase
(New Position)
Filing