Fairlead Tactical Sector ETFTACK
TACK
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
25% more funds holding
Funds holding: 28 [Q3] → 35 (+7) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
5.22% less ownership
Funds ownership: 80.46% [Q3] → 75.24% (-5.22%) [Q4]
6% less capital invested
Capital invested by funds: $171M [Q3] → $162M (-$9.46M) [Q4]
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Research analyst outlook
We haven’t received any recent analyst ratings for TACK.
Financial journalist opinion
Positive
CNBC
1 week ago
This fund is designed to help investors withstand wild market swings
Katie Stockton manages the Fairlead Tactical Sector ETF, which can allocate and reallocate resources during volatility rather than being tied to an index.
Positive
CNBC Television
2 weeks ago
A different 'tack' for rough markets: How one ETF keeps moving to mitigate stock losses
Katie Stockton, Fairlead Strategies founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the strategy behind her Fairlead Tactical ETF (TACK) that seeks to stay invested in top sectors of the market while reducing potential for stock losses. Troy Donohue, BTIG head of Americas portfolio trading, also weighs in on how similar ETFs compare and when the strategy performs best.
Neutral
ETF Trends
5 months ago
ETF Prime: Islam on Spot Bitcoin ETFs, Uranium, & More
On this week's episode of “ETF Prime,” Roxanna Islam, CFA, CAIA, head of sector & industry research at VettaFi, joined host Nate Geraci to discuss the SPDR Gold Shares (GLD), bitcoin, uranium, and more.
Positive
Investors Business Daily
5 months ago
Keep Calm And Trade On: How To Handle The Postelection Rally
Investors held their breath pre-election, then a buying frenzy occurred on its resolution. Is there reason for caution?
Neutral
ETF Trends
7 months ago
7 Unforgettable Exchange Moments
The Exchange Conference has a storied history as a conference that drives insights, ideas, and discussion. With Exchange 2025 right around the corner, here are seven unforgettable Exchange moments from the last few years.
Positive
ETF Trends
7 months ago
Opportunity Clues in Trend-Following ETFs
The wait is over and the change in rate policy is here. The Federal Reserve delivered a 50-basis-point rate cut this week.
Neutral
Seeking Alpha
11 months ago
TACK: Underperformance Due To Strategy Lag
The Fairlead Tactical Sector Fund ETF systematically applies technical analysis to allocate between sector ETFs and defensive assets. TACK was able to effectively limit drawdowns during the 2022 bear market. However, since markets turned higher in 2023, the Fund has underperformed significantly due to its strategy lag. Investors looking for funds that protect against major drawdowns while offering decent upside participation may want to consider the HELO ETF.
Neutral
ETF Trends
1 year ago
Exchange: How to Build Portfolios Using ETFs
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning.
Positive
ETF Trends
1 year ago
Exchange Rings the Bell at Nasdaq
Today, VettaFi's groundbreaking financial services conference Exchange rang the Nasdaq bell in Times Square. Exchange is slated to start on February 11 in Miami, Florida.
Positive
ETF Trends
1 year ago
An ETF Nerd's Exchange Conference Preview
The long-awaited spot bitcoin ETFs are trading after a decade of waiting. So now the ETF and advisor community has some available brain capacity to look forward.
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