13D/13G Filings - Foundations Investment Advisors LLC

Real time Form 13D and 13G transaction reports:

  • 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.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-01-08
6:32 pm
Purchase
2024-12-3113GDoubleline Fortune 500 Equal Weight ETF
DFVE
Foundations Investment Advisors LLC115,929
24.150%
115,929increase
(New Position)
Filing
History
2024-12-06
6:28 pm
Purchase
2024-11-3013GFT Cboe Vest U.S. Equity Buffer & Premium Income ETF – September
XISE
Foundations Investment Advisors LLC835,858
31.000%
835,858increase
(New Position)
Filing
History
2024-12-06
6:26 pm
Purchase
2024-11-3013GFIRST TR EXC-TRD FD VIII FT VE
SEPM
Foundations Investment Advisors LLC255,658
24.300%
255,658increase
(New Position)
Filing
History
2024-12-06
6:19 pm
Sale
2024-11-3013GCabana Target Drawdown 10 ETF
TDSC
Foundations Investment Advisors LLC4,732,907
61.100%
-7,752,166decrease
(-62.09%)
Filing
History
2024-12-06
6:16 pm
Purchase
2024-11-3013GCabana Target Leading Sector Moderate ETF
CLSM
Foundations Investment Advisors LLC4,400,080
63.000%
3,333,996increase
(+312.73%)
Filing
History
2024-12-06
6:09 pm
Purchase
2024-11-3013GFoundations Dynamic Growth ETF
FDGR
Foundations Investment Advisors LLC35,297
17.600%
35,297increase
(New Position)
Filing
History
2024-12-06
6:07 pm
Purchase
2024-11-3013GFoundations Dynamic Income ETF
FDTB
Foundations Investment Advisors LLC258,173
33.300%
258,173increase
(New Position)
Filing
History
2024-12-06
5:57 pm
Purchase
2024-11-3013GFoundations Dynamic Core ETF
FDCE
Foundations Investment Advisors LLC36,326
16.100%
36,326increase
(New Position)
Filing
History
2024-12-06
5:50 pm
Purchase
2024-11-3013GAnfield Universal Fixed Income ETF
AFIF
Foundations Investment Advisors LLC1,366,348
11.400%
559,841increase
(+69.42%)
Filing
History
2024-12-05
7:59 pm
Sale
2024-11-3013GRegents Park Hedged Market Strategy ETF
RPHS
Foundations Investment Advisors LLC4,617,601
85.500%
-2,761,886decrease
(-37.43%)
Filing
History
2024-12-05
7:52 pm
Purchase
2024-11-3013GAnfield U.S. Equity Sector Rotation ETF
AESR
Foundations Investment Advisors LLC4,945,977
64.700%
2,035,113increase
(+69.91%)
Filing
History
2024-12-05
7:45 pm
Purchase
2024-11-3013GAnfield Dynamic Fixed Income ETF
ADFI
Foundations Investment Advisors LLC5,100,239
96.700%
2,813,283increase
(+123.01%)
Filing
History
2024-12-05
7:34 pm
Sale
2024-11-3013GInnovator S&P 500 Ultra Buffer ETF — July
UJUL
Foundations Investment Advisors LLC1,284
0.000%
-865,912decrease
(-99.85%)
Filing
History
2024-12-05
7:15 pm
Sale
2024-11-3013GInnovator Equity Managed Floor ETF
SFLR
Foundations Investment Advisors LLC10,855
0.100%
-1,406,775decrease
(-99.23%)
Filing
History
2024-12-05
7:09 pm
Sale
2024-11-3013GFirst Trust Germany AlphaDEX Fund
FGM
Foundations Investment Advisors LLC484
0.200%
-114,342decrease
(-99.58%)
Filing
History
2024-12-05
6:55 pm
Sale
2024-11-3013GCabana Target Drawdown 7 ETF
TDSB
Foundations Investment Advisors LLC2,666,958
67.900%
-872,652decrease
(-24.65%)
Filing
History
2024-12-05
6:41 pm
Sale
2024-11-3013GDoubleline Fortune 500 Equal Weight ETF
DFVE
Foundations Investment Advisors LLC0
0.000%
-42,432decrease
(Position Closed)
Filing
History
2024-11-14
5:30 pm
Purchase
2024-09-3013GDoubleline Fortune 500 Equal Weight ETF
DFVE
Foundations Investment Advisors LLC42,432
8.800%
42,432increase
(New Position)
Filing
History
2023-11-13
1:25 pm
Purchase
2023-10-3113GInnovator Equity Managed Floor ETF
SFLR
Foundations Investment Advisors LLC1,417,630
36.800%
12,826increase
(+0.91%)
Filing
History
2023-11-13
1:23 pm
Sale
2023-10-3113GCabana Target Drawdown 5 ETF
TDSA
Foundations Investment Advisors LLC34,831
11.600%
-435,796decrease
(-92.60%)
Filing
History
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