Purchases and Sales Made in Q1 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q1 2023. The information is specifically focused on institutions that hold shares of DIREXION NASDAQ-100 EQUAL WEIG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
849New |
$53.9K - $62K
|
849
$80.1K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
680+ 11.54% |
$43.2K - $49.7K
|
6.57K
$620K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
670+ 9.26% |
$42.6K - $49K
|
7.91K
$746K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
530+ 5.22% |
$33.7K - $38.7K
|
10.7K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
501+ 15.5% |
$31.8K - $36.6K
|
3.73K
$352K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 2.99% |
$31.8K - $36.5K
|
17.2K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
472+ 12.8% |
$30K - $34.5K
|
4.16K
$392K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
448+ 59.73% |
$28.5K - $32.7K
|
1.2K
$113K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
441New |
$28K - $32.2K
|
441
$41.6K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
416+ 130.0% |
$26.4K - $30.4K
|
736
$69.4K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
380+ 1266.67% |
$24.1K - $27.8K
|
410
$38.7K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
375+ 2.42% |
$23.8K - $27.4K
|
15.8K
$1.5M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
327+ 3.93% |
$20.8K - $23.9K
|
8.65K
$816K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
315+ 68.63% |
$20K - $23K
|
774
$73K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
206+ 1.86% |
$13.1K - $15.1K
|
11.3K
$1.07M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
178New |
$11.3K - $13K
|
178
$16.8K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$9.15K - $10.5K
|
144
$13.6K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
134+ 2.26% |
$8.51K - $9.79K
|
6.07K
$572K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106New |
$6.73K - $7.75K
|
106
$10K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
105+ 2.99% |
$6.67K - $7.67K
|
3.61K
$341K
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70+ 0.78% |
$4.45K - $5.12K
|
9.05K
$854K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 1.27% |
$4.13K - $4.75K
|
5.19K
$490K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
59+ 1.11% |
$3.75K - $4.31K
|
5.35K
$505K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
34+ 0.29% |
$2.16K - $2.48K
|
11.9K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30New |
$1.91K - $2.19K
|
30
$2.83K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23+ 0.59% |
$1.46K - $1.68K
|
3.93K
$371K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 11.58% |
$699 - $804
|
106
$10K
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.11% |
$635 - $731
|
9.38K
$885K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.12% |
$254 - $292
|
3.39K
$320K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.03% |
$127 - $146
|
6.28K
$592K
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.5 - $73.1
|
3.6K
$340K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 4.76% |
$63.5 - $73.1
|
22
$2.08K
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$63.5 - $73.1
|
3.06K
$289K
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9- 0.28% |
$572 - $658
|
3.25K
$307K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.19% |
$699 - $804
|
5.78K
$545K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48- 0.11% |
$3.05K - $3.51K
|
44.1K
$4.16M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71- 32.13% |
$4.51K - $5.19K
|
150
$14.2K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-92- 1.68% |
$5.84K - $6.72K
|
5.4K
$509K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-129- 1.35% |
$8.19K - $9.43K
|
9.42K
$889K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-232- 2.51% |
$14.7K - $17K
|
9.03K
$852K
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-291- 5.98% |
$18.5K - $21.3K
|
4.57K
$432K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-380- 2.26% |
$24.1K - $27.8K
|
16.4K
$1.55M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-386- 6.92% |
$24.5K - $28.2K
|
5.19K
$490K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-394- 4.4% |
$25K - $28.8K
|
8.57K
$808K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-433- 1.74% |
$27.5K - $31.6K
|
24.5K
$2.31M
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-548- 15.94% |
$34.8K - $40K
|
2.89K
$273K
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-584- 0.81% |
$37.1K - $42.7K
|
71.3K
$6.73M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-687- 1.71% |
$43.6K - $50.2K
|
39.6K
$3.74M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.01K- 6.71% |
$64.1K - $73.7K
|
14K
$1.32M
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.73K- 13.37% |
$110K - $126K
|
11.2K
$1.05M
|