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Fairlead Tactical Sector ETF

29 hedge funds and large institutions have $146M invested in Fairlead Tactical Sector ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
1
Cary Street Partners Asset Management
Virginia
$56.7M 2,287,953 -10,314 -0.4%
UBS Group
2
UBS Group
Switzerland
$34.1M 1,377,087 -130,966 -9%
Stifel Financial
3
Stifel Financial
Missouri
$18.7M 753,494 -559,786 -43%
Mariner
4
Mariner
Kansas
$11.4M 460,403 +2,099 +0.5%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$7.93M 320,185 +34,871 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.91M 278,847 +5,479 +2%
AFS
7
AFG Fiduciary Services
Massachusetts
$1.75M 71,159 -1,487 -2%
LIG
8
Lokken Investment Group
Delaware
$1.57M 63,436 +7,182 +13%
IWP
9
Insight Wealth Partners
Texas
$1.04M 42,071 -70 -0.2%
FWM
10
FMA Wealth Management
Massachusetts
$986K 39,778 +39,778 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$786K 31,711 +117 +0.4%
VFPW
12
Vantage Financial Partners (Wisconsin)
Wisconsin
$640K 25,845 -98,451 -79%
NW
13
NewEdge Wealth
Pennsylvania
$606K 24,441 -20,712 -46%
HighTower Advisors
14
HighTower Advisors
Illinois
$406K 16,410 -10,526 -39%
RA
15
RiverTree Advisors
Florida
$403K 16,250 +16,250 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$397K 16,014 +41 +0.3%
Wells Fargo
17
Wells Fargo
California
$310K 12,500 +12,500 New
KPWS
18
Kestra Private Wealth Services
Texas
$278K 11,232 +11,232 New
PFS
19
Prospera Financial Services
Texas
$266K 10,750
AWS
20
Atria Wealth Solutions
New York
$257K 10,361 +111 +1%
SYBT
21
Stock Yards Bank & Trust
Kentucky
$211K 8,500 +8,500 New
IA
22
IFP Advisors
Florida
$88K 3,550
ASN
23
Advisory Services Network
Georgia
$6.17K 249 -8,655 -97%
CWA
24
Core Wealth Advisors
Florida
$2.63K 106 -16,076 -99%
Morgan Stanley
25
Morgan Stanley
New York
$2.24K 90 +90 New