Foundations Investment Advisors, LLC Sells in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
-703
- 9.33%
$36.22 - $40.97 $25.5K - $28.8K
6.83K $257K
VNQ
Vanguard Specialized Funds Van

ETFs
-60
- 1.19%
$87.85 - $98.6 $5.27K - $5.92K
4.99K $444K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-441
- 2.55%
$21.96 - $24.21 $9.68K - $10.7K
16.9K $375K
FNF
Fidelity National Financial, Inc.

Financial Services
-28
- 0.38%
$55.19 - $63.83 $1.55K - $1.79K
7.37K $413K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-301
- 2.4%
$123.69 - $133.68 $37.2K - $40.2K
12.3K $1.53M
EMB
Ishares Tr

ETFs
-15
- 0.16%
$88.94 - $93.46 $1.33K - $1.4K
9.12K $812K
VTWO
Vanguard Russell 2000 ETF

ETFs
-452
- 7.73%
$87.42 - $98.06 $39.5K - $44.3K
5.4K $481K
BBDC
Barings Bdc, Inc.

Financial Services
-3.67K
- 18.51%
$9.27 - $10.33 $34.1K - $38K
16.2K $154K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-751
- 12.35%
$50.53 - $55.55 $37.9K - $41.7K
5.33K $271K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.33K
- 3.92%
$50.07 - $52.35 $66.5K - $69.5K
32.5K $1.67M
LYG
Lloyds Banking Group PLC

Financial Services
-2.09K
- 2.48%
$2.67 - $3.23 $5.57K - $6.73K
82K $223K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-184
- 3.08%
$61.96 - $66.71 $11.4K - $12.3K
5.78K $359K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-423
- 4.71%
$34.83 - $38.05 $14.7K - $16.1K
8.56K $301K
PVI
Invesco Vrdo Tax Free ETF

ETFs
-1.38K
- 12.25%
$24.71 - $25.05 $34.1K - $34.5K
9.87K $243K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-39
- 1.02%
$107.06 - $123.74 $4.18K - $4.83K
3.78K $413K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-881
- 6.48%
$28.6 - $29.27 $25.2K - $25.8K
12.7K $364K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-164
- 1.97%
$46.46 - $51.66 $7.62K - $8.47K
8.16K $393K
OSK
Oshkosh Corp

Industrials
-152
- 5.23%
$93.84 - $115.52 $14.3K - $17.6K
2.75K $261K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-251
- 8.15%
$93.52 - $95.37 $23.5K - $23.9K
2.83K $265K
PRGS
Progress Software Corp

Technology
-308
- 8.36%
$63.94 - $69.89 $19.7K - $21.5K
3.38K $219K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-164
- 7.81%
$115.08 - $119.55 $18.9K - $19.6K
1.94K $223K
ITW
Illinois Tool Works Inc

Industrials
-56
- 3.67%
$253.56 - $278.5 $14.2K - $15.6K
1.47K $372K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-639
- 2.14%
$20.08 - $20.61 $12.8K - $13.2K
29.2K $587K
SHEL
Shell PLC

Energy
-154
- 3.72%
$60.63 - $70.23 $9.34K - $10.8K
3.99K $250K
EBAY
Ebay Inc

Consumer Cyclical
-115
- 2.32%
$57.51 - $67.17 $6.61K - $7.72K
4.84K $299K
DTE
Dte Energy CO

Utilities
-8
- 0.31%
$117.04 - $129.77 $936 - $1.04K
2.6K $313K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-395
- 6.43%
$69.3 - $74.3 $27.4K - $29.3K
5.75K $410K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-753
- 2.27%
$19.38 - $19.58 $14.6K - $14.7K
32.4K $628K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-368
- 5.32%
$50.0 - $50.27 $18.4K - $18.5K
6.55K $328K
PNNT
Pennantpark Investment Corp

Financial Services
-2.98K
- 9.2%
$6.64 - $7.08 $19.8K - $21.1K
29.5K $208K
FLEX
Flex Ltd.

Technology
-1.42K
- 18.92%
$32.52 - $41.3 $46K - $58.4K
6.06K $232K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-420
- 1.29%
$19.42 - $19.76 $8.16K - $8.3K
32.2K $628K
WEN
Wendy'S CO

Consumer Cyclical
-126
- 1.11%
$16.26 - $20.42 $2.05K - $2.57K
11.2K $182K
HTGC
Hercules Capital, Inc.

Financial Services
-1.08K
- 7.91%
$18.53 - $20.22 $19.9K - $21.7K
12.5K $251K
AJG
Arthur J. Gallagher & Co.

Financial Services
-63
- 5.65%
$278.49 - $315.16 $17.5K - $19.9K
1.05K $298K
AQN
Algonquin Power & Utilities Corp.

Utilities
-289
- 2.1%
$4.31 - $5.52 $1.25K - $1.6K
13.5K $59K
FDX
Fedex Corp

Industrials
-83
- 7.63%
$260.5 - $305.15 $21.6K - $25.3K
1.01K $282K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.07K
- 8.32%
$116.4 - $138.52 $124K - $148K
11.8K $1.49M
CATH
Global X Fds Global X S&P 500

ETFs
-464
- 3.4%
$68.5 - $73.81 $31.8K - $34.2K
13.2K $934K
TAXF
American Centy ETF Tr Diversif

ETFs
-118
- 2.14%
$49.94 - $51.44 $5.89K - $6.07K
5.4K $270K
DIV
Global X Superdividend Us ETF

ETFs
-739
- 3.51%
N/A
20.3K $348K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-62
- 0.27%
$20.25 - $20.87 $1.26K - $1.29K
23K $467K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-283
- 2.28%
$21.68 - $22.16 $6.14K - $6.27K
12.1K $262K
WELL
Welltower Inc.

Real Estate
-9
- 0.18%
$123.11 - $139.3 $1.11K - $1.25K
5.07K $638K
BSJR
Invesco Indx Tr

ETFs
-299
- 2.76%
$22.37 - $22.7 $6.69K - $6.79K
10.5K $235K
FISV
Fiserv Inc

Technology
-82
- 1.76%
N/A
4.58K $573K
GPN
Global Payments Inc

Industrials
-313
- 12.12%
$97.57 - $119.38 $30.5K - $37.4K
2.27K $254K
XTJL
Innovator Etfs Tr Us Equity Ac
-1.06K
- 3.1%
$32.61 - $34.05 $34.7K - $36.2K
33.2K $1.12M
DFAT
Dimensional ETF Tr U S Target

ETFs
-155
- 3.08%
$54.54 - $61.04 $8.45K - $9.46K
4.88K $271K
Activity Summary
Buys All Purchases 583 New Holdings 96 Increased Positions 487 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 1 Puts 0
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