Foundations Dynamic Income ETF
FDTB
FDTB was delisted on the 13th of June, 2025.
7 hedge funds and large institutions have $6.22M invested in Foundations Dynamic Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
19% more capital invested
Capital invested by funds: $5.21M → $6.22M (+$1.01M)
30.21% less ownership
Funds ownership: 92.72% → 62.51% (-30%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$134K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$261K |
| 2 |
GS
GTS Securities
New York
|
-$60.5K |
| 3 |
Jane Street
New York
|
-$6.17K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $3.57M | +$1.04M | +110,331 | +41% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.15M | -$261K | -27,647 | -11% |
|
|
3
Citadel Advisors
Miami,
Florida
| $135K | +$134K | +14,268 | New |
|
|
GS
4
GTS Securities
New York
| $128K | -$60.5K | -6,417 | -32% |
|
|
5
Jane Street
New York
| $120K | -$6.17K | -655 | -5% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $97K | +$97K | +10,289 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $12.4K | -$1.45K | -154 | -11% |
|
FDTB Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Income ETF (FDTB) for Q1 2025, worth a combined $6.22M — up 19% from $5.21M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDTB positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.04M. The largest seller was GeoWealth Management, cutting an estimated $261K.
- 7 institutional investors held Foundations Dynamic Income ETF (FDTB) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $6.22M of Foundations Dynamic Income ETF stock for Q1 2025, up 19% quarter-over-quarter.
- 2 funds opened new Foundations Dynamic Income ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Foundations Dynamic Income ETF buyer in Q1 2025 was Foundations Investment Advisors, an estimated $1.04M added.
- The largest Foundations Dynamic Income ETF seller in Q1 2025 was GeoWealth Management, an estimated $261K sold.
Based on aggregated 13F filings for Q1 2025.