FCM
HEFT

Fourpath Capital Management’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Fourpath Capital Management’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Buy
+554,393
New +$14.9M 2.12% 9

Other funds holding HEFT

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $147M AUM 20.94% 1-Year Est. Return

Fourpath Capital Management's HEFT Position: Q1 2026 in Review

Fourpath Capital Management opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 554,393 shares worth $14.8M. The stake represents 2.12% of the portfolio and ranks #9 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

  • Fourpath Capital Management held 554,393 shares of Hedgeye Fourth Turning ETF worth $14.8M as of Q1 2026.
  • Hedgeye Fourth Turning ETF was a new Fourpath Capital Management position in Q1 2026.
  • Hedgeye Fourth Turning ETF made up 2.12% of Fourpath Capital Management's portfolio in Q1 2026, its #9 holding.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.