FDVL
Foundations Dynamic Value ETF
FDVL
FDVL
Delisted
FDVL was delisted on the 13th of June, 2025.
4 hedge funds and large institutions have $20.4M invested in Foundations Dynamic Value ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.2M |
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
|
$9.52M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $10.2M | 999,203 | +952,674 | +2,047% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $9.52M | 930,888 | +900,058 | +2,919% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $467K | 45,606 | – | – |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $187K | 18,293 | -841 | -4% |
|
|
WWM
5
Western Wealth Management
Golden,
Colorado
| – | – | -23,607 | Closed |
|
6
UBS Group
Zurich,
Switzerland
| – | – | -5 | Closed |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|