Foundations Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Buy	5,544 +2,362	+74%	+$212K	0.01%	737
2025 Q4	$291K	Sell	3,182 -1,020	-24%	-$92.8K	﹤0.01%	907
2025 Q3	$375K	Buy	+4,202	New	+$355K	0.01%	754
2025 Q1	–	Sell	-32,520	Closed	-$2.47M	–	910
2024 Q4	$2.47M	Buy	+32,520	New	+$2.43M	0.05%	257
2024 Q3	–	Sell	-20,654	Closed	-$1.44M	–	846
2024 Q2	$1.44M	Buy	+20,654	New	+$1.35M	0.04%	278
2018 Q4	–	Sell	-58,950	Closed	-$1.86M	–	121
2018 Q3	$1.86M	Buy	+58,950	New	+$1.82M	0.45%	30

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Foundations Investment Advisors's ONEQ Position: Q1 2026 in Review

Foundations Investment Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 74% in Q1 2026, buying an estimated $212K and bringing the position to 5,544 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #737.

Foundations Investment Advisors first reported a position in ONEQ in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2024. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Foundations Investment Advisors held 5,544 shares of Fidelity Nasdaq Composite Index ETF worth $471K as of Q1 2026.
Foundations Investment Advisors bought 2,362 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $212K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #737 holding.
Foundations Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and has held it in 6 quarters since.
Foundations Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $2.47M in Q4 2024.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.