Institutional Ownership Direxion Daily Financial Bull (FAS)
This table provides information about the institutional ownership of Direxion Daily Financial Bull (FAS). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 910,124 shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
800
shares
|
$121,872
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
800
shares
|
$121,872
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
778
shares
|
$118,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
776
shares
|
$118,215
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
551
shares
|
$83,939
0.05% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
494
shares
|
$75,255
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
486
shares
|
$74,037
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
454
shares
|
$69,162
0.0% of portfolio
|
Q4 2024
Added 81.6%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
300
shares
|
$45,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
247
shares
|
$37,627
0.0% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$28,944
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
175
shares
|
$26,659
0.01% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
164
shares
|
$24,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$18,280
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
100
shares
|
$15,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
100
shares
|
$15,234
0.0% of portfolio
|
Q1 2024
Reduced 87.03%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
96
shares
|
$14,624
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
89
shares
|
$13,558
0.0% of portfolio
|
Q4 2024
Added 493.33%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
80
shares
|
$12,187
0.0% of portfolio
|
Q3 2023
Reduced 92.0%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
77
shares
|
$11,730
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43
shares
|
$6,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
35
shares
|
$5,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34
shares
|
$5,179
0.0% of portfolio
|
Q4 2017
Added 5147.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
30
shares
|
$4,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$3,046
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|