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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 $5.21M invested in Foundations Dynamic Income ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 6 → 5 (-1)

48.95% less ownership

Funds ownership: 96.09% → 47.14% (-49%)

52% less capital invested

Capital invested by funds: $10.9M → $5.21M (-$5.69M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.6K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$3.27M
2
FIA
Foundations Investment Advisors
Arizona
-$1.54M
3
Jane Street
Jane Street
New York
-$405K
4
GS
GTS Securities
Florida
-$147K
5
Citadel Advisors
Citadel Advisors
Florida
-$96.5K

FDTB Hedge Fund Activity: Q4 2024 in Review

5 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Income ETF (FDTB) for Q4 2024, worth a combined $5.21M — down 52% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FDTB and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.

The largest buyer was UBS Group, adding an estimated $13.6K. The largest seller was GeoWealth Management, cutting an estimated $3.27M.

  • 5 institutional investors held Foundations Dynamic Income ETF (FDTB) as of Q4 2024, down from 6 in Q3 2024.
  • Funds reported $5.21M of Foundations Dynamic Income ETF stock for Q4 2024, down 52% quarter-over-quarter.
  • 0 funds opened new Foundations Dynamic Income ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
  • The largest Foundations Dynamic Income ETF buyer in Q4 2024 was UBS Group, an estimated $13.6K added.
  • The largest Foundations Dynamic Income ETF seller in Q4 2024 was GeoWealth Management, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2024.