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Fairlead Tactical Sector ETF

25 hedge funds and large institutions have $153M invested in Fairlead Tactical Sector ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
1
Cary Street Partners Asset Management
Virginia
$63.8M 2,456,100 +127,526 +5%
UBS Group
2
UBS Group
Switzerland
$35.6M 1,372,565 -7,550 -0.5%
Stifel Financial
3
Stifel Financial
Missouri
$14.3M 550,304 -204,468 -27%
Mariner
4
Mariner
Kansas
$11.8M 453,521 +15,220 +3%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$10.9M 419,594 +67,540 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.28M 280,307 -12,995 -4%
LIG
7
Lokken Investment Group
Delaware
$1.57M 60,374 +4,457 +8%
IWP
8
Insight Wealth Partners
Texas
$1.34M 51,526 +3,552 +7%
FWM
9
FMA Wealth Management
Massachusetts
$1.19M 45,794 +4,339 +10%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$830K 31,957 +71 +0.2%
AFS
11
AFG Fiduciary Services
Massachusetts
$658K 24,804 -3,263 -12%
VFPW
12
Vantage Financial Partners (Wisconsin)
Wisconsin
$612K 23,580 -502 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$422K 16,205 -100 -0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$376K 14,498 -336 -2%
NA
15
NewEdge Advisors
Louisiana
$350K 13,497 +13,497 New
AWS
16
Atria Wealth Solutions
New York
$321K 12,362 +731 +6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$262K 10,097
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$253K 9,752 +9,752 New
KPWS
19
Kestra Private Wealth Services
Texas
$241K 9,288 -3,502 -27%
NW
20
NewEdge Wealth
Pennsylvania
$237K 9,146
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$202K 7,767 -770 -9%
IA
22
IFP Advisors
Florida
$92.2K 3,550
Wells Fargo
23
Wells Fargo
California
$81.7K 3,147 -4,353 -58%
Morgan Stanley
24
Morgan Stanley
New York
$10.8K 416 +1 +0.2%
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$391 15