Foundations Investment Advisors’s Foundations Dynamic Value ETF FDVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$14.2M	Buy
2024 Q4	$10.2M	Buy
2024 Q3	$588K	Buy
2024 Q2	$336K	Buy