Fairlead Tactical Sector ETF

TACK

Market cap $297M

Overview Fund Activity

29.60 USD

+0.07

0.24%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.24%

5 days

1.68%

1 month

2.71%

3 months

5.26%

6 months

10.37%

Year to date

8.23%

1 year

8.07%

5 years

18.68%

10 years

18.68%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $159M [Q1] → $198M (+$38.9M) [Q2]

9% more funds holding

Funds holding: 32 [Q1] → 35 (+3) [Q2]

3.06% more ownership

Funds ownership: 74.59% [Q1] → 77.65% (+3.06%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

See Fund Rankings

Financial journalist opinion

TACK: Sector Rotation And Technical Analysis Unite In This ETF

Katie Stockton brings deep technical analysis expertise to managing the Fairfield Tactical Sector ETF (TACK) as lead manager. A veteran technician's leadership in the active ETF space is a positive development for technical analysis advocates. The ETF's flexible mandate allows for tactical shifts, but its capital preservation record is mixed, and DIY investors may have better options.

TACK: Sector Rotation And Technical Analysis Unite In This ETF

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.

This fund is designed to help investors withstand wild market swings

CNBC Television

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.

A different 'tack' for rough markets: How one ETF keeps moving to mitigate stock losses

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.

ETF Prime: Islam on Spot Bitcoin ETFs, Uranium, & More

Investors Business Daily

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?

Keep Calm And Trade On: How To Handle The Postelection Rally

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.

7 Unforgettable Exchange Moments

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.

Opportunity Clues in Trend-Following ETFs

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.

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.

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.

See News Rankings

Charts implemented using Lightweight Charts™