Activist 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 are not 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
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportFiling
2024-11-14
5:30 pm
Purchase
13GDoubleLine ETF Trust
DFVE
FOUNDATIONS INVESTMENT ADVISORS LLC42,432
8.800%
42,432increase
(New Position)
View
2023-11-13
1:25 pm
Purchase
13GInnovator ETFs Trust
UAPR
FOUNDATIONS INVESTMENT ADVISORS LLC1,417,630
36.800%
12,826increase
(+0.91%)
View
2023-11-13
1:23 pm
Sale
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC34,831
11.600%
-435,796decrease
(-92.60%)
View
2023-10-06
3:49 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC3,641,959
45.800%
417,245increase
(+12.94%)
View
2023-10-06
3:48 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC2,910,864
32.700%
390,660increase
(+15.50%)
View
2023-10-06
3:48 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC2,286,956
85.500%
285,767increase
(+14.28%)
View
2023-10-06
3:48 pm
Sale
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC7,379,487
69.800%
-5,385,777decrease
(-42.19%)
View
2023-10-06
3:47 pm
Purchase
13GInnovator ETFs Trust
UAPR
FOUNDATIONS INVESTMENT ADVISORS LLC1,404,804
45.300%
299,016increase
(+27.04%)
View
2023-10-06
3:44 pm
Sale
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC3,539,610
74.100%
-2,848,181decrease
(-44.59%)
View
2023-09-08
8:41 pm
Purchase
13GFIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II
FKU
FOUNDATIONS INVESTMENT ADVISORS LLC114,826
20.900%
114,826increase
(New Position)
View
2023-08-08
12:47 pm
Purchase
13GInnovator ETFs Trust
UAPR
FOUNDATIONS INVESTMENT ADVISORS LLC1,105,788
52.700%
1,105,788increase
(New Position)
View
2023-08-07
9:14 pm
Purchase
13GInnovator ETFs Trust
UAPR
FOUNDATIONS INVESTMENT ADVISORS LLC867,196
15.100%
867,196increase
(New Position)
View
2023-07-25
7:52 pm
Purchase
13GPacer Funds Trust
PSFF
FOUNDATIONS INVESTMENT ADVISORS LLC247,022
12.500%
247,022increase
(New Position)
View
2023-07-10
9:47 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC2,001,189
80.050%
696,569increase
(+53.39%)
View
2023-07-10
9:47 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC2,520,204
27.690%
692,254increase
(+37.87%)
View
2023-07-10
9:47 pm
Sale
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC2,157,525
62.540%
-7,370,901decrease
(-77.36%)
View
2023-07-10
9:47 pm
Purchase
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC1,301,109
66.720%
912,590increase
(+234.89%)
View
2023-07-10
9:47 pm
Purchase
13GTWO RDS SHARED TR REGENTS PK H
RPHS
FOUNDATIONS INVESTMENT ADVISORS LLC3,224,714
40.180%
1,101,683increase
(+51.89%)
View
2023-07-10
9:47 pm
Sale
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC470,627
58.830%
-170,130decrease
(-26.55%)
View
2023-07-10
9:47 pm
Sale
13GExchange Listed Funds Trust
TDSA
FOUNDATIONS INVESTMENT ADVISORS LLC12,485,073
70.740%
-9,639,117decrease
(-43.57%)
View
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