Foundations Investment Advisors, LLC
EndowmentPosition in SMAY — FT Vest U.S. Small Cap Moderate Buffer ETF - May
CIK 1743404
PHOENIX, AZ
All Filings in SMAY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAY | $261,695 | 9,947 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SMAY | $289,194 | 11,137 | Shares | Sole | 2026-02-10 | |
| 2023-09-30 SMAY | $1,306,039 | 64,242 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 SMAY | $1,317,772 | 63,324 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||