| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 9,919 | $242,835 | $299,950.56 | $57,115.56 | 23.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,915 | $97,779 | $118,389.6 | $20,610.6 | 21.08% |
| ARCA Exchange | US Country |
Northern Lights Fund Trust - DF Tactical 30 ETF is an exchange-traded fund that was launched by Northern Lights Fund Trust. This fund is managed by Donoghue Forlines LLC and operates within the public equity markets of the United States. It is designed to invest in a diversified portfolio of momentum stocks, specifically targeting large-cap companies across various sectors. The primary objective of the fund is to track the performance of the DF Risk-Managed Tactical 30 Index, which serves as its benchmark. Since its inception on November 11, 2025, the fund has been domiciled in the United States, offering investors a strategic approach to equity investment with an emphasis on momentum trading strategies.
The Northern Lights Fund Trust - DF Tactical 30 ETF provides investors with access to a professionally managed fund that trades on stock exchanges. ETFs offer the convenience of diversifying investments easily, as they can be bought and sold like individual stocks.
Investing in momentum stocks refers to the strategy of selecting stocks that are trending upwards in price. The Northern Lights Fund Trust focuses specifically on large-cap companies, which are typically more stable and less volatile, aiming to capture growth in rising sectors of the market.
The ETF seeks to replicate the performance of the DF Risk-Managed Tactical 30 Index, which employs a tactical approach to asset allocation and stock selection. This index is designed to adapt to varying market conditions, thus managing investment risk while targeting higher returns.
By investing across diversified sectors, the fund mitigates risks associated with being concentrated in a single industry. This strategy enhances opportunity for returns by capitalizing on growth trends across the broader market.