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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Capitol Ser Tr Fairlead Tactical Sector Etf (TACK) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Capitol Ser Tr Fairlead Tactical Sector Etf

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr Fairlead Tactical Sector Etf held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr Fairlead Tactical Sector Etf by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 9.2k 30.01

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Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Msci Eafe (IEFA)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Amazon (AMZN)
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Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
NVIDIA Corporation (NVDA)

View all positions for First Foundation Advisors

Top funds holding Capitol Ser Tr Fairlead Tactical Sector Etf

Cary Street Partners Financial
UBS Group
Stifel Financial
Mariner Wealth Advisors
NBZ Investment Advisors
Evernest Financial Advisors
Ameriprise Financial
Cambridge Investment Research Advisors
HighTower Advisors
Commonwealth Equity Services
Mission Wealth Management
Goss Wealth Management
Insight Wealth Partners
Captrust Financial Advisors
FMA Wealth Management

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf