Foundations Investment Advisors, LLC
EndowmentPosition in XJAN — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
CIK 1743404
PHOENIX, AZ
All Filings in XJAN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJAN | $245,830 | 6,805 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XJAN | $250,662 | 6,805 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XJAN | $266,219 | 7,388 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XJAN | $258,003 | 7,388 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XJAN | $244,779 | 7,388 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 XJAN | $249,345 | 7,388 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 XJAN | $245,096 | 7,388 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 XJAN | $240,110 | 7,388 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 XJAN | $241,509 | 7,603 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||