Foundations Dynamic Core ETF

Historical 13F Holders

Symbol
FDCE
CUSIP
90214Q550
All holders as of
Q1 2025
Type
Equity
Class
FOUNDATIONS DYNM
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 90214Q550 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 18.9% 5/7/2025
Event 4/30/2025
Foundations Investment Advisors, LLC 13G/A Amendment 4 32.2% 4/29/2025
Event 3/31/2025
Foundations Investment Advisors, LLC 13G/A Amendment 3 31.2% 3/6/2025
Event 2/28/2025
Foundations Investment Advisors, LLC 13G/A Amendment 2 36.7% 2/5/2025
Event 1/31/2025
Foundations Investment Advisors, LLC 13G/A Amendment 1 19.0% 2/4/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 6 157 k $1.88 M
2024 Q4 6 158 k $2.00 M
2024 Q3 6 635 k $8.00 M
2024 Q2 6 764 k $9.07 M
2024 Q1 4 685 k $8.09 M
2023 Q4 3 242 k $2.70 M