Foundations Dynamic Income ETF

Historical 13F Holders

Symbol
FDTB
CUSIP
90214Q527
All holders as of
Q1 2025
Type
Equity
Class
FNDTNS DYN INCOM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 90214Q527 since 12/18/2024, largest first.

Filer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Foundations Investment Advisors, LLC 13G/A 0% 7/8/2025
Event 6/30/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 8 656 k $6.22 M
2024 Q4 6 556 k $5.21 M
2024 Q3 7 1.13 M $10.9 M
2024 Q2 8 1.25 M $11.6 M
2024 Q1 6 1.15 M $11.2 M
2023 Q4 3 230 k $2.34 M