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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
668
shares
|
$92,718
0.0% of portfolio
|
Q1 2024
Reduced 24.77%
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
500
shares
|
$69,400
0.0% of portfolio
|
Q3 2022
Reduced 90.9%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
500
shares
|
$69,400
0.01% of portfolio
|
Q3 2023
Reduced 90.48%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
500
shares
|
$69,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
492
shares
|
$68,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
323
shares
|
$44,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
300
shares
|
$41,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
247
shares
|
$34,283
0.0% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
191
shares
|
$26,510
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
174
shares
|
$24,151
0.0% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
150
shares
|
$20,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
142
shares
|
$19,709
0.0% of portfolio
|
Q1 2024
Reduced 75.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
100
shares
|
$13,880
0.0% of portfolio
|
Q1 2024
Reduced 87.03%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
96
shares
|
$13,324
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
80
shares
|
$11,104
0.0% of portfolio
|
Q3 2023
Reduced 92.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
70
shares
|
$9,716
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34
shares
|
$4,719
0.0% of portfolio
|
Q4 2017
Added 5147.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
34
shares
|
$4,719
0.0% of portfolio
|
Q2 2024
Reduced 59.52%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
21
shares
|
$2,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
12
shares
|
$1,665
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
10
shares
|
$1,388
0.0% of portfolio
|
Q4 2023
Reduced 52.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$1,388
0.0% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$138
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|