Bridges Capital Tactical ETF
BDGS
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- May 11, 2023
- Website
- bridgesetf.com
- Similar Companies
- Business
- Bridges Capital Tactical ETF (BDGS) is an actively managed exchange-traded fund that seeks capital appreciation while preserving capital during market drawdowns through tactical allocations to U.S. equities and cash equivalents. The Fund, a series of EA Series Trust, primarily invests in common stocks of large-capitalization U.S. companies selected via proprietary analysis of growth opportunities, volatility, and downside risk, as well as passively managed ETFs tracking U.S. equity indexes such as the S&P 500, Nasdaq-100, and Russell 2000; it employs a multi-step process including macro-thesis development, market breadth and volatility assessment, tactical rebalancing, and disciplined selling to adjust exposure between equities and cash. Empowered Funds, LLC serves as the investment adviser (doing business as ETF Architect) and Bridges Capital LLC as sub-adviser, with Raymond T. Bridges as portfolio manager; the Fund distributes income annually, maintains a net expense ratio of 0.88%, and trades on Nasdaq. Launched on May 10, 2023, and headquartered through its adviser in Havertown, Pennsylvania, with sub-adviser operations in Fort Lauderdale, Florida, BDGS targets U.S. investors seeking risk-adjusted equity exposure in a tactical allocation strategy. The Fund operates within the tactical allocation segment, focusing on large-cap growth and value stocks across diversified sectors, with current assets under management around $36 million as of recent reports. Recent developments include ongoing tactical portfolio adjustments highlighted in 2024 manager outlooks ahead of market turbulence, such as positioning for volatility via the proprietary "Human Desire Ratio" akin to the Sortino Ratio, as discussed by Raymond Bridges in mid-2025 interviews; the Fund maintained an underweight equity stance relative to benchmarks post-launch and through its annual report period, reflecting adaptive capital preservation amid 2024-2025 market conditions. No major acquisitions, funding rounds, partnerships, or structural changes for Bridges Capital LLC or the Fund were reported in the last 1-2 years, with operations steady under Empowered Funds amid the adviser's separate 2025 liquidation of unrelated digital asset ETFs. BDGS continues to emphasize tax-efficient, low-cost diversification through ETF holdings and direct equities, with top recent positions including Alpha Architect 1-3 Month Box ETF, PepsiCo, Chevron, Microsoft, and Netflix.