FDVL
Foundations Dynamic Value ETF
FDVL
FDVL
Delisted
FDVL was delisted on the 13th of June, 2025.
6 hedge funds and large institutions have $2.09M invested in Foundations Dynamic Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$0 |
| 2 |
2
Goldman Sachs
New York
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $588K | 46,529 | +17,915 | +63% |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $576K | 45,606 | – | – |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $390K | 30,830 | +30,830 | New |
|
|
WWM
4
Western Wealth Management
Golden,
Colorado
| $298K | 23,607 | +23,607 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $242K | 19,134 | +19,134 | New |
|
6
UBS Group
Zurich,
Switzerland
| $63 | 5 | +5 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | – | -12,217 | Closed |
|
|
8
Goldman Sachs
New York
| – | – | -10,431 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|