Foundations Dynamic Growth ETF
FDGR
FDGR was delisted on the 13th of June, 2025.
3 hedge funds and large institutions have $5M invested in Foundations Dynamic Growth ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
443.51% more ownership
Funds ownership: 0% → 443.51% (+444%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.1M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$544K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$881 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $4.42M | +$4.1M | +391,505 | New |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $578K | +$544K | +51,920 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $935 | +$881 | +84 | New |
|
FDGR Hedge Fund Activity: Q4 2023 in Review
3 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Growth ETF (FDGR) for Q4 2023, worth a combined $5M.
Buyers outnumbered sellers: 3 funds opened new FDGR positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $4.1M.
- 3 institutional investors held Foundations Dynamic Growth ETF (FDGR) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $5M of Foundations Dynamic Growth ETF stock for Q4 2023.
- 3 funds opened new Foundations Dynamic Growth ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Foundations Dynamic Growth ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $4.1M added.
Based on aggregated 13F filings for Q4 2023.