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FDTB

Foundations Dynamic Income ETF
FDTB

Delisted

FDTB was delisted on the 13th of June, 2025.

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5 hedge funds and large institutions have $11.2M invested in Foundations Dynamic Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more capital invested

Capital invested by funds: $2.34M → $11.2M (+$8.87M)

150% more funds holding

Funds holding: 2 → 5 (+3)

163.4% less ownership

Funds ownership: 287.34% → 123.94% (-163%)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$7.28M
2
FIA
Foundations Investment Advisors
Arizona
+$1.08M
3
Jane Street
Jane Street
New York
+$545K
4
GS
GTS Securities
New York
+$183K
5
UBS Group
UBS Group
Switzerland
+$26.6K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1
GeoWealth Management
Illinois
$7.17M +$7.28M +737,239 New
FIA
2
Foundations Investment Advisors
Arizona
$3.07M +$1.08M +109,048 +53%
Jane Street
3
Jane Street
New York
$761K +$545K +55,229 +241%
GS
4
GTS Securities
New York
$180K +$183K +18,532 New
UBS Group
5
UBS Group
Switzerland
$26.2K +$26.6K +2,692 New

FDTB Hedge Fund Activity: Q1 2024 in Review

5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Income ETF (FDTB) for Q1 2024, worth a combined $11.2M — up 378% from $2.34M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FDTB positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.28M.

  • 5 institutional investors held Foundations Dynamic Income ETF (FDTB) as of Q1 2024, up from 2 in Q4 2023.
  • Funds reported $11.2M of Foundations Dynamic Income ETF stock for Q1 2024, up 378% quarter-over-quarter.
  • 3 funds opened new Foundations Dynamic Income ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
  • The largest Foundations Dynamic Income ETF buyer in Q1 2024 was GeoWealth Management, an estimated $7.28M added.

Based on aggregated 13F filings for Q1 2024.