FDAT

Tactical Advantage ETF

$22.12

+0.00%

Market closed. Last update: 11:37 PM ET

📎 Investment Objective

The FDAT Tactical Advantage ETF seeks to provide capital appreciation by actively managing exposure to various sectors of the U.S. equity market.

Overview

ETF tracking Tactical Advantage ETF

Category Sector Rotation

Issuer Other

Inception Date 2023-04-13

Market Cap $34.5M

Average Volume N/A

Dividend Yield 9.13%

52-Week Range $19.98 - $23.69

VWAP $22.11

Performance

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Investment Summary

📎 Investment Objective

The FDAT Tactical Advantage ETF seeks to provide capital appreciation by actively managing exposure to various sectors of the U.S. equity market.

🎯 Investment Strategy

The fund uses a proprietary quantitative model to analyze market conditions and rotate between sectors that the portfolio manager believes offer the best risk-adjusted return potential. The strategy aims to capitalize on changing market trends and reduce downside risk.

✨ Key Features

Actively managed sector rotation strategy
Utilizes quantitative analysis to identify attractive sectors
Aims to provide upside participation while managing downside risk
Potentially higher turnover and volatility than broad market index funds

⚠️ Primary Risks

Sector concentration risk as the fund may have significant exposure to a few sectors at a time
Potential for higher trading costs and tax implications due to active management
Model risk if the quantitative analysis proves ineffective in identifying optimal sectors
Lack of performance history makes it difficult to evaluate long-term viability

👤 Best For

The FDAT Tactical Advantage ETF may be suitable for investors seeking active sector exposure as part of a diversified portfolio, with a higher risk tolerance and a medium to long-term investment horizon. However, the lack of performance history and active management approach make this fund more suitable for experienced investors who understand the potential risks and benefits.