Foundations Investment Advisors, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 12,347 shares of FGD stock, worth $326,331. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,347
Previous 16,882 26.86%
Holding current value
$326,331
Previous $375,000 20.53%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$21.95 - $24.74 $99,543 - $112,195
-4,535 Reduced 26.86%
12,347 $298,000
Q4 2024

Jan 22, 2025
SELL
$21.96 - $24.21 $9,684 - $10,676
-441 Reduced 2.55%
16,882 $375,000
Q3 2024

Oct 21, 2024
BUY
$22.11 - $24.64 $23,458 - $26,143
1,061 Added 6.52%
17,323 $421,000
Q2 2024

Aug 02, 2024
SELL
$21.66 - $23.93 $48,994 - $54,129
-2,262 Reduced 12.21%
16,262 $363,000
Q1 2024

May 13, 2024
SELL
$21.57 - $22.77 $2,092 - $2,208
-97 Reduced 0.52%
18,524 $421,000
Q4 2023

Feb 08, 2024
SELL
$19.81 - $22.58 $349,527 - $398,401
-17,644 Reduced 48.65%
18,621 $414,000
Q3 2023

Oct 05, 2023
BUY
$20.54 - $22.41 $308,223 - $336,284
15,006 Added 70.59%
36,265 $747,000
Q2 2023

Jul 19, 2023
BUY
$21.23 - $22.98 $195,464 - $211,576
9,207 Added 76.39%
21,259 $455,000
Q1 2023

Apr 25, 2023
SELL
$21.46 - $23.92 $70,560 - $78,648
-3,288 Reduced 21.43%
12,052 $266,000
Q4 2022

Jan 11, 2023
BUY
$18.3 - $22.51 $280,722 - $345,303
15,340 New
15,340 $0

Others Institutions Holding FGD

# of Institutions
153
Shares Held
13.7M
Call Options Held
25.8K
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRD FD II FI

FGD Quotes by TradingView
  • Ticker FGD
  • Sector ETFs
  • Industry ETFs
More about FGD
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email