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
2024-12-06
6:28 pm
Purchase
13GFIRST TRUST EXCHANGE-TRADED FUND VIII
XISE
FOUNDATIONS INVESTMENT ADVISORS LLC835,858
31.000%
835,858increase
(New Position)
View
2024-12-06
6:26 pm
Purchase
13GFIRST TRUST EXCHANGE-TRADED FUND VIII
XISE
FOUNDATIONS INVESTMENT ADVISORS LLC255,658
24.300%
255,658increase
(New Position)
View
2024-12-06
6:19 pm
Sale
13GExchange Listed Funds Trust
CLSM
FOUNDATIONS INVESTMENT ADVISORS LLC4,732,907
61.100%
-7,752,166decrease
(-62.09%)
View
2024-12-06
6:16 pm
Purchase
13GExchange Listed Funds Trust
CLSM
FOUNDATIONS INVESTMENT ADVISORS LLC4,400,080
63.000%
3,333,996increase
(+312.73%)
View
2024-12-06
6:09 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC35,297
17.600%
35,297increase
(New Position)
View
2024-12-06
6:07 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC258,173
33.300%
258,173increase
(New Position)
View
2024-12-06
5:57 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC36,326
16.100%
36,326increase
(New Position)
View
2024-12-06
5:50 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC1,366,348
11.400%
559,841increase
(+69.42%)
View
2024-12-05
7:59 pm
Sale
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC4,617,601
85.500%
-2,761,886decrease
(-37.43%)
View
2024-12-05
7:52 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC4,945,977
64.700%
2,035,113increase
(+69.91%)
View
2024-12-05
7:45 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC5,100,239
96.700%
2,813,283increase
(+123.01%)
View
2024-12-05
7:34 pm
Sale
13GInnovator ETFs Trust
UJUL
FOUNDATIONS INVESTMENT ADVISORS LLC1,284
0.000%
-865,912decrease
(-99.85%)
View
2024-12-05
7:15 pm
Sale
13GInnovator ETFs Trust
UJUL
FOUNDATIONS INVESTMENT ADVISORS LLC10,855
0.100%
-1,406,775decrease
(-99.23%)
View
2024-12-05
7:09 pm
Sale
13GFIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II
FGM
FOUNDATIONS INVESTMENT ADVISORS LLC484
0.200%
-114,342decrease
(-99.58%)
View
2024-12-05
6:55 pm
Sale
13GExchange Listed Funds Trust
CLSM
FOUNDATIONS INVESTMENT ADVISORS LLC2,666,958
67.900%
-872,652decrease
(-24.65%)
View
2024-12-05
6:41 pm
Sale
13GDoubleLine ETF Trust
DFVE
FOUNDATIONS INVESTMENT ADVISORS LLC0
0.000%
-42,432decrease
(Position Closed)
View
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
UJUL
FOUNDATIONS INVESTMENT ADVISORS LLC1,417,630
36.800%
12,826increase
(+0.91%)
View
2023-11-13
1:23 pm
Sale
13GExchange Listed Funds Trust
CLSM
FOUNDATIONS INVESTMENT ADVISORS LLC34,831
11.600%
-435,796decrease
(-92.60%)
View
2023-10-06
3:49 pm
Purchase
13GTwo Roads Shared Trust
AFIF
FOUNDATIONS INVESTMENT ADVISORS LLC3,641,959
45.800%
417,245increase
(+12.94%)
View
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