Foundations Investment Advisors, LLC - Significant Ownership

Signature - Title
Marc J. Pugsley - Chief Compliance Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Foundations Investment Advisors, LLC.

Significant Ownership of Foundations Investment Advisors, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DCMT DoubleLine ETF Trust Exchange Traded Product 83.56% $17.6M $1.41M 668K +8.74% Foundations Investment Advisors, LLC Mar 31, 2025
FDVL Two Roads Shared Trust Exchange Traded Product 58.62% $14.1M $4.07M 1.41M +40.8% Foundations Investment Advisors, LLC Jan 31, 2025
FDTB Two Roads Shared Trust Exchange Traded Product 45.89% $3.59M 379K Foundations Investment Advisors, LLC Mar 31, 2025
DFVE DoubleLine ETF Trust Exchange Traded Product 36.68% $4.87M 176K Foundations Investment Advisors, LLC Feb 28, 2025
FDCE Two Roads Shared Trust Exchange Traded Product 31.2% $649K $199K 54.6K +44.1% Foundations Investment Advisors, LLC Feb 28, 2025
FDGR Two Roads Shared Trust Exchange Traded Product 28.85% $645K 50.5K Foundations Investment Advisors, LLC Jan 31, 2025
AFIF Two Roads Shared Trust Exchange Traded Product 12.52% $13.1M 1.42M Foundations Investment Advisors, LLC Dec 31, 2024
XTJL INNOVATOR ETFS TRUST Exchange Traded Product 11% $1.14M 33.2K Foundations Investment Advisors, LLC Dec 31, 2024
XIDE FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 10% $2.1M 71K Foundations Investment Advisors, LLC Dec 31, 2024
FLRT Pacer Funds Trust Exchange Traded Product 9.59% $41.3M 874K Foundations Investment Advisors, LLC Dec 31, 2024
VFMV VANGUARD WELLINGTON FUND Exchange Traded Product 7.91% $12.5M 101K Foundations Investment Advisors, LLC Dec 31, 2024
SEPM FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 0.14% $36.3K 1.22K Foundations Investment Advisors, LLC Jan 31, 2025

Schedules 13D/G Reported by Foundations Investment Advisors, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.