Foundations Investment Advisors LLC 13D/13G Filings for FIRST TR EXC-TRD FD VIII FT VE (SEPM)

Foundations Investment Advisors LLC 13D and 13G filings for FIRST TR EXC-TRD FD VIII FT VE:

  • 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
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-02-05
8:08 pm
Sale
2025-01-3113GFIRST TR EXC-TRD FD VIII FT VE
SEPM
Foundations Investment Advisors LLC1,215
0.140%
-248,529decrease
(-99.51%)
Filing
2025-02-04
1:15 pm
Sale
2024-12-3113GFIRST TR EXC-TRD FD VIII FT VE
SEPM
Foundations Investment Advisors LLC249,744
23.230%
-5,914decrease
(-2.31%)
Filing
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