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Fairlead Tactical Sector ETF

28 hedge funds and large institutions have $171M invested in Fairlead Tactical Sector ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
9
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
$70M 2,486,557 +30,457 +1%
UBS Group
2
UBS Group
Switzerland
$37.5M 1,331,863 -40,702 -3%
Stifel Financial
3
Stifel Financial
Missouri
$15.2M 541,224 -9,080 -2%
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$13.3M 474,367 +54,773 +13%
Mariner
5
Mariner
Kansas
$10.1M 358,481 -95,040 -21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.18M 290,841 +10,534 +4%
FEG
7
Financial Enhancement Group
Indiana
$5.95M 249,164 +249,164 New
LIG
8
Lokken Investment Group
Delaware
$1.72M 61,076 +702 +1%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.65M 58,751 +42,546 +263%
IWP
10
Insight Wealth Partners
Texas
$1.47M 52,329 +803 +2%
FWM
11
FMA Wealth Management
Massachusetts
$1.38M 48,947 +3,153 +7%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$875K 31,093 -864 -3%
AFS
13
AFG Fiduciary Services
Massachusetts
$689K 24,394 -410 -2%
NA
14
NewEdge Advisors
Louisiana
$572K 20,337 +6,840 +51%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$528K 18,758 -4,822 -20%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$402K 14,293 -205 -1%
CA
17
Cannon Advisors
North Carolina
$378K 13,451 +13,451 New
AWS
18
Atria Wealth Solutions
New York
$348K 12,382 +20 +0.2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$284K 10,097
KPWS
20
Kestra Private Wealth Services
Texas
$257K 9,125 -163 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$220K 7,807 +40 +0.5%
Citadel Advisors
22
Citadel Advisors
Florida
$214K 7,620 +7,620 New
Wells Fargo
23
Wells Fargo
California
$140K 4,981 +1,834 +58%
IA
24
IFP Advisors
Florida
$43.6K 1,550 -2,000 -56%
Morgan Stanley
25
Morgan Stanley
New York
$20.9K 743 +327 +79%