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Fairlead Tactical Sector ETF

25 hedge funds and large institutions have $133M invested in Fairlead Tactical Sector ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
1
Cary Street Partners Asset Management
Virginia
$49.6M 2,047,830 +87,694 +4%
UBS Group
2
UBS Group
Switzerland
$37.2M 1,534,735 +74,731 +5%
Stifel Financial
3
Stifel Financial
Missouri
$14.3M 590,976 +22,851 +4%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.08M 251,114 +17,098 +7%
FEG
5
Financial Enhancement Group
Indiana
$5.95M 249,164 -30,927 -11%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$5.73M 236,535 +47,274 +25%
Mariner
7
Mariner
Kansas
$3.39M 140,041 +140,041 New
LIG
8
Lokken Investment Group
Delaware
$2.45M 101,018 +101,018 New
NW
9
NewEdge Wealth
Pennsylvania
$1.64M 67,709 -1,674 -2%
RA
10
RiverTree Advisors
Florida
$961K 39,678 +2,318 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$911K 37,520 +23,408 +166%
HVP
12
Hudson Value Partners
Florida
$843K 34,790 +178 +0.5%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$791K 32,632 +2,962 +10%
ASN
14
Advisory Services Network
Georgia
$608K 25,093 +25,093 New
JIP
15
Jaffetilchin Investment Partners
Florida
$521K 21,500 -11,486 -35%
RIA
16
Regal Investment Advisors
Michigan
$372K 15,341 +3,238 +27%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$348K 14,347 +14,347 New
CWA
18
Core Wealth Advisors
Florida
$340K 14,044 +2,132 +18%
PA
19
PFG Advisors
Arizona
$331K 13,642 +13,642 New
PFS
20
Prospera Financial Services
Texas
$285K 11,750
AWM
21
Axxcess Wealth Management
California
$211K 8,710 +8,710 New
Osaic Holdings
22
Osaic Holdings
Arizona
$32.5K 1,340 +1,340 New
AAS
23
Ameritas Advisory Services
Nebraska
$10.3K 422 +422 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.76K 320,337 +138,822 +76%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$582 24 +24 New