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Fairlead Tactical Sector ETF

26 hedge funds and large institutions have $156M invested in Fairlead Tactical Sector ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
1
Cary Street Partners Asset Management
Virginia
$61.6M 2,328,574 +40,621 +2%
UBS Group
2
UBS Group
Switzerland
$36.5M 1,380,115 +3,028 +0.2%
Stifel Financial
3
Stifel Financial
Missouri
$20M 754,772 +1,278 +0.2%
Mariner
4
Mariner
Kansas
$11.6M 438,301 -22,102 -5%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$9.31M 352,054 +31,869 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.76M 293,302 +14,455 +5%
LIG
7
Lokken Investment Group
Delaware
$1.48M 55,917 -7,519 -12%
IWP
8
Insight Wealth Partners
Texas
$1.27M 47,974 +5,903 +14%
FWM
9
FMA Wealth Management
Massachusetts
$1.1M 41,455 +1,677 +4%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$843K 31,886 +175 +0.6%
AFS
11
AFG Fiduciary Services
Massachusetts
$734K 28,067 -43,092 -61%
VFPW
12
Vantage Financial Partners (Wisconsin)
Wisconsin
$637K 24,082 -1,763 -7%
HighTower Advisors
13
HighTower Advisors
Illinois
$431K 16,305 -105 -0.6%
Citadel Advisors
14
Citadel Advisors
Florida
$415K 15,681 +15,681 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$392K 14,834 -1,180 -7%
KPWS
16
Kestra Private Wealth Services
Texas
$338K 12,790 +1,558 +14%
AWS
17
Atria Wealth Solutions
New York
$308K 11,631 +1,270 +12%
CAN
18
Cetera Advisor Networks
California
$267K 10,097 +10,097 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$267K 10,097 +10,097 New
NW
20
NewEdge Wealth
Pennsylvania
$230K 9,146 -15,295 -63%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$226K 8,537 +8,537 New
Wells Fargo
22
Wells Fargo
California
$198K 7,500 -5,000 -40%
IA
23
IFP Advisors
Florida
$93.9K 3,550
Morgan Stanley
24
Morgan Stanley
New York
$11K 415 +325 +361%
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$397 15 +15 New