Foundations Investment Advisors’s Foundations Dynamic Growth ETF FDGR Stock Holding History

Foundations Investment Advisors’s Portfolio FDGR Stock Details FDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-52,742	Closed	-$674K	–	950
2025 Q1	$674K	Buy	52,742 +17,919	+51%	+$246K	0.01%	498
2024 Q4	$481K	Sell	34,823 -585,206	-94%	-$7.94M	0.01%	547
2024 Q3	$8.02M	Buy	620,029 +15,018	+2%	+$188K	0.17%	118
2024 Q2	$7.66M	Buy	605,011 +61,487	+11%	+$739K	0.19%	103
2024 Q1	$6.52M	Buy	543,524 +152,019	+39%	+$1.75M	0.17%	106
2023 Q4	$4.42M	Buy	+391,505	New	+$4.1M	0.12%	134

Foundations Investment Advisors's FDGR Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Foundations Dynamic Growth ETF (FDGR) in Q2 2025, closing a stake of 52,742 shares — an estimated $674K sold.

Foundations Investment Advisors first reported a position in FDGR in Q4 2023 and held it in 6 quarters. The position peaked at $8.02M in Q3 2024. 0 funds tracked by Wall St. Rank hold FDGR as of Q2 2025.

Foundations Investment Advisors reported no remaining Foundations Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 52,742 Foundations Dynamic Growth ETF shares in Q2 2025, an estimated $674K.
Foundations Investment Advisors first reported a position in Foundations Dynamic Growth ETF in Q4 2023 and held it in 6 quarters.
Foundations Investment Advisors's Foundations Dynamic Growth ETF position peaked at $8.02M in Q3 2024.
0 funds tracked by Wall St. Rank held Foundations Dynamic Growth ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.