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 87 institutions that hold shares in the stock, with a total of 1.66 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
5,040
shares
|
$699,552
0.05% of portfolio
|
Q1 2024
Added 0.8%
|
|
|
Bank Of Nova Scotia
|
Aug 14, 2024 Q2 2024 |
5,000
shares
|
$694,000
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,492
shares
|
$623,489
0.0% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,245
shares
|
$589,206
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,085
shares
|
$566,998
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,613
shares
|
$501,484
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
3,416
shares
|
$474,140
0.39% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
3,413
shares
|
$473,724
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,200
shares
|
$444,160
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,750
shares
|
$381,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,548
shares
|
$353,662
0.0% of portfolio
|
Q2 2024
Added 128.73%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
2,500
shares
|
$347,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
2,469
shares
|
$342,697
0.14% of portfolio
|
Q2 2024
Reduced 16.84%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
2,400
shares
|
$333,120
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,250
shares
|
$312,300
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,100
shares
|
$291,480
0.0% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
1,806
shares
|
$250,672
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,722
shares
|
$239,013
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,620
shares
|
$224,856
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,543
shares
|
$214,168
0.01% of portfolio
|
Q3 2024
Reduced 34.03%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,520
shares
|
$210,976
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,156
shares
|
$160,452
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
800
shares
|
$111,040
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
795
shares
|
$110,346
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
722
shares
|
$100,213
0.06% of portfolio
|
Q3 2024
Reduced 19.15%
|