FDATTactical Advantage ETF
Diversifier#155 of 228 for Diversifier
The fund is an actively managed “fund-of ETFs.” Family Dynasty Advisors LLC, the fund’s sub-adviser, invests the fund’s assets in ETFs that are listed on U.S. stock exchanges. The fund will invest in underlying ETFs that primarily invest in U.S. equity securities or high-yield bonds. Additionally, the fund will hold cash and cash equivalents.
Tactical Advantage · Since 2023 (3 years)
Annual Cost
0.78%
#3732 out of 5,332 ETFs
Fund Size
$35M
#3664 out of 5,332 ETFs
Dividend Yield
5.77%
Track Record
3 years
#3081 out of 5,332 ETFs
Performance
1 Year
+14.8%
3 Years
+9.2%
5 Years
N/A
What's inside
Asset class
Region
Strategy
tactical allocation
Asset allocation
Cash
83.6%
Stocks
8.0%
Bonds
4.8%
Other
3.7%
Top holdings
First American Government Obligs XFGXXX47.0%
iShares® 0-3 Month Treasury Bond ETFSGOV31.1%
iShares Ultra Short Duration Bd Actv ETFICSH10.2%
State Street® IndstrlSelSectSPDR®ETFXLI4.0%
iShares Expanded Tech-Software Sect ETFIGV4.0%
iShares Ethereum Trust ETFETHA3.7%
Risk profile
Volatility (1Y)
9.7%
Moderate
Max drawdown
-8.2%
Worst peak-to-trough loss
Sharpe (3Y)
0.60
Decent risk-adjusted returns
Sortino (3Y)
0.85
Moderate downside risk
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Data updated on 2026-05-05