Foundations Investment Advisors LLC 13D/13G Filings for Foundations Dynamic Growth ETF (FDGR)

Foundations Investment Advisors LLC 13D and 13G filings for Foundations Dynamic Growth 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.
Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-02-05
8:08 pm
Purchase
2025-01-3113GFoundations Dynamic Growth ETF
FDGR
Foundations Investment Advisors LLC50,492
28.850%
15,669increase
(+45.00%)
Filing
2025-02-04
1:18 pm
Sale
2024-12-3113GFoundations Dynamic Growth ETF
FDGR
Foundations Investment Advisors LLC34,823
19.900%
-474decrease
(-1.34%)
Filing
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