Foundations Investment Advisors LLC 13D and 13G filings for Foundations Dynamic Income 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.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2025-02-05 8:08 pm Purchase | 2025-01-31 | 13G | Foundations Dynamic Income ETF FDTB | Foundations Investment Advisors LLC | 403,971 55.720% | 137,137 (+51.39%) | Filing |
| 2025-01-08 6:33 pm Purchase | 2024-12-31 | 13G | Foundations Dynamic Income ETF FDTB | Foundations Investment Advisors LLC | 266,834 44.470% | 8,661 (+3.35%) | Filing |
| 2024-12-06 6:07 pm Purchase | 2024-11-30 | 13G | Foundations Dynamic Income ETF FDTB | Foundations Investment Advisors LLC | 258,173 33.300% | 258,173 (New Position) | Filing |