Founders Financial Alliance, LLC Purchases in Q1 2025

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Te Connectivity PLC
2.48K
New
N/A
2.48K $0
IEZ
Ishares Tr

ETFs
3
+ 0.28%
$18.42 - $22.2 $55.3 - $66.6
1.09K $21K
Wisdomtree Tr
1.95K
+ 74.07%
N/A
4.59K $0
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1
+ 2.7%
$48.13 - $51.78 $48.1 - $51.8
38 $1K
FDVV
Fidelity High Dividend ETF

ETFs
4
New
$48.86 - $52.28 $195 - $209
4 $0
Amplify ETF Tr
235
New
N/A
235 $0
Blackrock Inc
137
+ 36.53%
N/A
512 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
11
+ 1.43%
$56.17 - $59.71 $618 - $657
779 $44K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5
+ 1.42%
$42.38 - $43.28 $212 - $216
358 $15K
EMB
Ishares Tr

ETFs
1
+ 0.43%
$88.64 - $92.03 $88.6 - $92
231 $20K
Linde PLC
15
+ 1.27%
N/A
1.19K $0
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 1.82%
$95.33 - $102.77 $95.3 - $103
56 $5K
Calumet Inc
2.64K
+ 5.0%
N/A
55.4K $0
CGSD
Capital Grp Core Plus Income E
20.9K
New
N/A
20.9K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.02%
$22.25 - $23.0 $22.3 - $23
4.21K $96K
Pimco ETF Tr
5.99K
New
N/A
5.99K $0
First Tr Exchng Traded Fd Vi
1.7K
New
N/A
1.7K $0
Global X Fds
630
+ 3.43%
N/A
19K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.26%
$90.0 - $96.32 $180 - $193
776 $71K
Orchid Is Cap Inc
15.4K
+ 11.01%
N/A
155K $0
Ge Vernova Inc
23
+ 2.63%
N/A
898 $0
FTXL
First Tr ETF Vi Nasdaq Semicon
128
+ 10.02%
N/A
1.41K $0
AFLG
First Tr Exchange Traded Fd Vi
5.87K
New
N/A
5.87K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.61%
N/A
658 $0
PUI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.71%
$38.44 - $41.5 $38.4 - $41.5
141 $5K
Portman Ridge Fin Corp
8.3K
+ 13.34%
N/A
70.5K $0
Invesco Actively Managed Exc
91
New
N/A
91 $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
1K
New
N/A
1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4K
+ 800.0%
N/A
4.5K $0
Rbb Fd Inc
44.1K
New
N/A
44.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
55.6K
New
N/A
55.6K $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5
+ 0.56%
$44.81 - $46.22 $224 - $231
898 $40K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31
+ 1.22%
$11.22 - $11.8 $348 - $366
2.58K $28K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
30
+ 0.4%
$14.31 - $15.69 $429 - $471
7.52K $108K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4
+ 0.67%
$50.25 - $55.9 $201 - $224
603 $31K
ITM
Vaneck Intermediate Muni ETF

ETFs
6
+ 0.48%
$45.21 - $46.67 $271 - $280
1.27K $57K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1
+ 0.2%
$83.18 - $89.27 $83.2 - $89.3
509 $42K
CSX
Csx Corp

Industrials
1.1K
+ 9.24%
$29.11 - $33.67 $32K - $37K
13K $382K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.35%
$122.59 - $135.24 $245 - $270
572 $72K
CMF
Ishares California Muni Bond E

ETFs
5
+ 0.5%
$55.93 - $57.47 $280 - $287
1.01K $56K
PEP
Pepsico Inc

Consumer Defensive
114
+ 1.27%
$142.64 - $156.42 $16.3K - $17.8K
9.09K $1.36M
VV
Vanguard Large Cap ETF

ETFs
9
+ 2.65%
$253.32 - $282.66 $2.28K - $2.54K
349 $89K
IAT
Ishares Tr

ETFs
2
+ 0.38%
$44.84 - $53.56 $89.7 - $107
532 $24K
IVW
Ishares S&P 500 Growth ETF

ETFs
180
+ 8.04%
$92.45 - $106.69 $16.6K - $19.2K
2.42K $224K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
40
+ 0.32%
$21.6 - $23.19 $864 - $928
12.4K $274K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1
+ 0.14%
$60.91 - $71.4 $60.9 - $71.4
698 $43K
FV
First Trust Dorsey Wright Focu

ETFs
388
+ 6.45%
$53.91 - $63.03 $20.9K - $24.5K
6.4K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.27%
$25.58 - $29.24 $205 - $234
2.95K $77K
DFS
Discover Financial Services

Financial Services
3
+ 0.16%
$152.99 - $203.25 $459 - $610
1.91K $326K
Activity Summary
Buys All Purchases 390 New Holdings 82 Increased Positions 308 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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