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 |
| 2025-07-08 4:10 pm Sale | 2025-06-30 | 13G | Foundations Dynamic Income ETF FDTB | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0 0.000% | -233,642 (Position Closed) | Filing |
| 2025-06-06 3:52 pm Sale | 2025-05-31 | 13G | Foundations Dynamic Income ETF FDTB | FOUNDATIONS INVESTMENT ADVISORS, LLC | 233,642 40.600% | -144,952 (-38.29%) | Filing |
| 2025-04-02 8:26 pm Sale | 2025-03-31 | 13G | Foundations Dynamic Income ETF FDTB | FOUNDATIONS INVESTMENT ADVISORS, LLC | 378,594 45.890% | -25,377 (-6.28%) | Filing |
| 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 |