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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$60.62 - $71.94 $185,618 - $220,280	3,062 New	3,062 $200,000

Others Institutions Holding FXZ

# of Institutions

128

Shares Held

3.08M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

477K
Shares

$26.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$13.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

221K
Shares

$12.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

190K
Shares

$10.6 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

155K
Shares

$8.66 Million
2.28% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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