FFA
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First Foundation Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

First Foundation Advisors’s Portfolio TACK Stock Details TACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,729
Closed -$322K – 352
2025
Q4 		$322K Buy
10,729
+1,568
+17% +$47K 0.01% 273
2025
Q3 		$275K Buy
+9,161
New +$265K 0.01% 285

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

First Foundation Advisors's TACK Position: Q1 2026 in Review

First Foundation Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2026, closing a stake of 10,729 shares — an estimated $322K sold.

First Foundation Advisors first reported a position in TACK in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • First Foundation Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 10,729 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $322K.
  • First Foundation Advisors first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and held it in 2 quarters.
  • First Foundation Advisors's Fairlead Tactical Sector ETF position peaked at $322K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.