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FDAT
+0.43 · +1.97%
$22.31 · NYSE ARCA

Tactical Advantage ETF (FDAT) ETF Analysis | Tactical Allocation

Tactical Advantage · USA
AUM:$35.9M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.74% — moderate cost. Consider how fees compound over long holding periods.

What is FDAT?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FDAT returned 12.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.74%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 80.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$35.9M
Expense Ratio0.74%
Dividend Yield4.64%
Holdings15
Inception DateApr 2023
Domicile–
Distribution–
Index–
ProviderTactical Advantage
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.7%
1Y
+10.0%
3Y
+29.5%
5Y
+33.1%
OpenBook InsightIf you had invested £10,000 in FDAT 5 years ago, it would have grown to £13,306 — a gain of £3,306.

Annual Returns

Calendar year performance

FDAT delivered positive returns in 4 of the last 4 calendar years.
YearFDAT
2026 YTD+5.2%
2025+7.3%
2024+11.1%
2023+6.1%
CAGR 3yr+8.2%
4/4 positive yearsAvg return: +7.4%Worst year: +5.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.6%
Low
Momentum
+2.2%
30-day change
Support Level
22.42
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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