Foundations Dynamic Growth ETF

Historical 13F Holders

Symbol
FDGR
CUSIP
90214Q543
All holders as of
Q1 2025
Type
Equity
Class
FNDTNS DYNAMIC G
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. Every filing for 90214Q543 since 12/18/2024, newest first.

Filer % of Class Filed
Foundations Investment Advisors, LLC 13G/A Amendment 6 0% 7/8/2025
Event 6/30/2025
Foundations Investment Advisors, LLC 13G/A Amendment 5 15.5% 6/6/2025
Event 5/31/2025
Foundations Investment Advisors, LLC 13G/A Amendment 4 15.4% 5/7/2025
Event 4/30/2025
Foundations Investment Advisors, LLC 13G/A Amendment 3 26.5% 4/29/2025
Event 3/31/2025
Foundations Investment Advisors, LLC 13G/A Amendment 2 28.9% 2/5/2025
Event 1/31/2025
Foundations Investment Advisors, LLC 13G/A Amendment 1 19.9% 2/4/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 6 151 k $1.93 M
2024 Q4 6 125 k $1.73 M
2024 Q3 6 1.29 M $16.7 M
2024 Q2 5 1.41 M $17.9 M
2024 Q1 4 1.37 M $16.4 M
2023 Q4 4 444 k $5.00 M