Significant Ownership of Foundations Investment Advisors, Llc

Signature - Title
/s/Marc Pugsley - CCO
Location
Phoenix, AZ
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Foundations Investment Advisors, Llc.

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Significant Ownership of Foundations Investment Advisors, Llc

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ADFI Two Roads Shared Trust Exchange Traded Product 91.3% $42M -$3.03M 4.88M -6.72% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
RPHS Two Roads Shared Trust Exchange Traded Product 78.6% $42.3M -$4.08M 3.81M -8.81% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
DCMT DoubleLine ETF Trust Exchange Traded Product 77.3% $16.7M $260K 618K +1.58% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
TDSB Exchange Listed Funds Trust Exchange Traded Product 66.4% $42.2M -$6.35M 1.81M -13.1% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
AESR Two Roads Shared Trust Exchange Traded Product 62.1% $95.8M -$9.7M 4.66M -9.19% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
CLSM Exchange Listed Funds Trust Exchange Traded Product 61.3% $75M 3.47M FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
TDSC Exchange Listed Funds Trust Exchange Traded Product 60.6% $89.3M -$11M 3.69M -11% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
DFVE DoubleLine ETF Trust EXCHANGE TRADED PRODUCT 60.6% $10.3M $1.12M 327K +12.2% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
XISE FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 27% $16.2M -$6.17M 534K -27.6% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
DMX DoubleLine ETF Trust Exchange Traded Product 14.6% $6.79M $1.28M 135K +23.2% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
BFAP FIRST TRUST EXCHANGE-TRADED FUND Exchange Traded Product 12.1% $292K 12.1K FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
VFMV VANGUARD WELLINGTON FUND Exchange Traded Product 6.9% $16.3M $3.97M 134K +32.1% FOUNDATIONS INVESTMENT ADVISORS, LLC Mar 31, 2025
XTJL Innovator ETFs Trust Exchange Traded Product 6.9% $1.17M -$54.2K 31K -4.41% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
SCIO FIRST TRUST EXCHANGE-TRADED FUND Exchange Traded Product 6.7% $4.05M 195K FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
XIDE FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 6.6% $1.56M -$429K 51.4K -21.6% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
AFIF Two Roads Shared Trust Exchange Traded Product 6.4% $9.19M -$1.76M 979K -16% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
FLRT Pacer Funds Trust Exchange Traded Product 5.9% $33.9M -$4.07M 716K -10.7% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
DCRE DoubleLine ETF Trust Exchange Traded Product 5.5% $17.2M 332K FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
EMTL SSGA Active Trust Exchange Traded Product 5.4% $4.98M 115K FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
STOT SSGA Active Trust Exchange Traded Product 5.3% $15.2M -$3.36M 320K -18.1% FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
CAPE DoubleLine ETF Trust Exchange Traded Product 5.1% $16.8M 514K FOUNDATIONS INVESTMENT ADVISORS, LLC Sep 30, 2025
XMAY FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 3.1% $674K 20.2K FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
SEPM FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Product 0.14% $35.5K -$7.26M 1.22K -99.5% Foundations Investment Advisors, LLC Jan 31, 2025
FDTB Two Roads Shared Trust Exchange Traded Product 0% $0 -$2.23M 0 -100% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
FDGR Two Roads Shared Trust Exchange Traded Product 0% $0 -$311K 0 -100% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
FDCE Two Roads Shared Trust Exchange Traded Product 0% $0 -$414K 0 -100% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025
FDVL Two Roads Shared Trust Exchange Traded Product 0% $0 -$6.67M 0 -100% FOUNDATIONS INVESTMENT ADVISORS, LLC Jun 30, 2025

Schedules 13D/G Reported by Foundations Investment Advisors, Llc:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.