Foundations Dynamic Growth ETF
FDGR
FDGR was delisted on the 13th of June, 2025.
5 hedge funds and large institutions have $1.73M invested in Foundations Dynamic Growth ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
25.9% less ownership
Funds ownership: 95.47% → 69.57% (-26%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
90% less capital invested
Capital invested by funds: $16.7M → $1.73M (-$14.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$7.94M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.57M |
| 3 |
Jane Street
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $603K | – | – | – |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $481K | -$7.94M | -585,206 | -94% |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $476K | -$7.57M | -557,702 | -94% |
|
|
4
Jane Street
New York
| $157K | -$295K | -21,714 | -66% |
|
|
5
UBS Group
Zurich,
Switzerland
| $13.8K | +$13.4K | +988 | +8,233% |
|
FDGR Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Growth ETF (FDGR) for Q4 2024, worth a combined $1.73M — down 90% from $16.7M a quarter earlier.
Fund positioning in FDGR was balanced in Q4 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $13.4K. The largest seller was Foundations Investment Advisors, cutting an estimated $7.94M.
- 5 institutional investors held Foundations Dynamic Growth ETF (FDGR) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $1.73M of Foundations Dynamic Growth ETF stock for Q4 2024, down 90% quarter-over-quarter.
- 0 funds opened new Foundations Dynamic Growth ETF positions in Q4 2024 and 0 closed out.
- The largest Foundations Dynamic Growth ETF buyer in Q4 2024 was UBS Group, an estimated $13.4K added.
- The largest Foundations Dynamic Growth ETF seller in Q4 2024 was Foundations Investment Advisors, an estimated $7.94M sold.
Based on aggregated 13F filings for Q4 2024.