FIA
FDTB
Foundations Investment Advisors’s Foundations Dynamic Income ETF FDTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-377,165
| Closed | -$3.57M | – | 951 |
|
|
2025
Q1 | $3.57M | Buy |
377,165
+110,331
| +41% | +$1.04M | 0.07% | 231 |
|
|
2024
Q4 | $2.5M | Sell |
266,834
-163,657
| -38% | -$1.53M | 0.05% | 255 |
|
|
2024
Q3 | $4.14M | Buy |
430,491
+4,518
| +1% | +$43.4K | 0.09% | 198 |
|
|
2024
Q2 | $3.94M | Buy |
425,973
+109,996
| +35% | +$1.02M | 0.1% | 169 |
|
|
2024
Q1 | $3.07M | Buy |
315,977
+109,048
| +53% | +$1.06M | 0.08% | 193 |
|
|
2023
Q4 | $2.11M | Buy |
+206,929
| New | +$2.11M | 0.06% | 221 |
|