Purchases and Sales Made in Q1 2024 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
60+ 2.25% |
$4.93K - $5.37K
|
2.73K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
56+ 4.98% |
$4.6K - $5.01K
|
1.18K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
34+ 0.38% |
$2.79K - $3.04K
|
9.02K
$851K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
30New |
$2.46K - $2.68K
|
30
$2.83K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22+ 0.31% |
$1.81K - $1.97K
|
7.17K
$676K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20+ 20.41% |
$1.64K - $1.79K
|
118
$11.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.42% |
$1.15K - $1.25K
|
3.36K
$317K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11New |
$903 - $984
|
11
$1.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$821 - $895
|
10
$943
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.38% |
$739 - $805
|
2.38K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 0.12% |
$657 - $716
|
6.76K
$638K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5+ 0.09% |
$411 - $447
|
5.38K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.29% |
$329 - $358
|
1.41K
$133K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.41% |
$329 - $358
|
977
$92.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.05% |
$246 - $268
|
5.88K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.02% |
$246 - $268
|
15.5K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2New |
$164 - $179
|
2
$189
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$164 - $179
|
11.4K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.3% |
$82.1 - $89.5
|
338
$31.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$82.1 - $89.5
|
1.2K
$113K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$82.1 - $89.5
|
325
$30.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$82.1 - $89.5
|
1
$94.3
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.15% |
$164 - $179
|
91
$8.58K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5- 0.16% |
$411 - $447
|
3.13K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 11.84% |
$739 - $805
|
67
$6.32K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 1.21% |
$903 - $984
|
901
$85K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-22- 0.46% |
$1.81K - $1.97K
|
4.77K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-40- 55.56% |
$3.29K - $3.58K
|
32
$3.02K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-53- 0.7% |
$4.35K - $4.74K
|
7.55K
$712K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 7.97% |
$6.49K - $7.07K
|
912
$86K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-85- 2.59% |
$6.98K - $7.6K
|
3.19K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-90- 3.27% |
$7.39K - $8.05K
|
2.66K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-95- 59.75% |
$7.8K - $8.5K
|
64
$6.04K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-254- 5.29% |
$20.9K - $22.7K
|
4.55K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-329- 9.14% |
$27K - $29.4K
|
3.27K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-382- 10.71% |
$31.4K - $34.2K
|
3.19K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-426- 14.73% |
$35K - $38.1K
|
2.47K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-470- 4.82% |
$38.6K - $42K
|
9.29K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-517- 7.72% |
$42.5K - $46.3K
|
6.18K
$583K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-552- 2.92% |
$45.3K - $49.4K
|
18.4K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-571- 0.36% |
$46.9K - $51.1K
|
160K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-599- 7.37% |
$49.2K - $53.6K
|
7.53K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-700- 16.28% |
$57.5K - $62.6K
|
3.6K
$340K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-786- 7.74% |
$64.6K - $70.3K
|
9.37K
$884K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-930- 16.94% |
$76.4K - $83.2K
|
4.56K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.1K- 2.08% |
$90.5K - $98.6K
|
51.9K
$4.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.46K- 11.46% |
$120K - $131K
|
11.3K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.74K- 7.41% |
$143K - $155K
|
21.7K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.43K- 2.37% |
$199K - $217K
|
99.9K
$9.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.47K- 4.39% |
$203K - $221K
|
53.9K
$5.08M
|