Purchases and Sales Made in Q1 2025 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q1 2025. 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, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300K+ 970.84% |
$25.9M - $29.4M
|
331K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
233KNew |
$20.1M - $22.8M
|
233K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
117KNew |
$10.1M - $11.4M
|
117K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.6K+ 9.67% |
$7.56M - $8.59M
|
994K
$94.5M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
66.5K+ 38.24% |
$5.74M - $6.52M
|
241K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 20.63% |
$4.68M - $5.31M
|
317K
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
33.2K+ 4.85% |
$2.87M - $3.26M
|
718K
$68.3M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.48M - $1.69M
|
17.2K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.7KNew |
$1.27M - $1.44M
|
14.7K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 54.06% |
$927K - $1.05M
|
30.6K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.79K+ 26.73% |
$758K - $861K
|
41.7K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$720K - $818K
|
8.35K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.95K+ 7.53% |
$600K - $681K
|
99.3K
$9.45M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.3K+ 87.98% |
$543K - $617K
|
13.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.88K+ 108.64% |
$421K - $478K
|
9.37K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.73K+ 57.44% |
$408K - $463K
|
13K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.65KNew |
$401K - $456K
|
4.65K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.19K+ 23.71% |
$361K - $410K
|
21.9K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$358K - $407K
|
4.15K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 90.29% |
$355K - $404K
|
8.68K
$826K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 11.02% |
$345K - $392K
|
40.3K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.85K+ 0.62% |
$332K - $378K
|
626K
$59.5M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
3.85K+ 1.0% |
$332K - $377K
|
387K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 14.68% |
$319K - $363K
|
28.9K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.56K+ 7.49% |
$307K - $348K
|
51K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.16KNew |
$272K - $309K
|
3.16K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.12KNew |
$269K - $306K
|
3.12K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.11K+ 20.63% |
$268K - $304K
|
18.2K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.07KNew |
$265K - $301K
|
3.07K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.71KNew |
$234K - $265K
|
2.71K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
2.37K+ 7.56% |
$204K - $232K
|
33.7K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.28K+ 20.88% |
$197K - $223K
|
13.2K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 20.46% |
$162K - $184K
|
11.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.82K+ 0.4% |
$157K - $179K
|
453K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 39.02% |
$98.8K - $112K
|
4.08K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
938+ 5.21% |
$80.9K - $91.9K
|
18.9K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
850+ 9.81% |
$73.3K - $83.3K
|
9.52K
$906K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
811+ 23.86% |
$69.9K - $79.5K
|
4.21K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
660+ 2.92% |
$56.9K - $64.7K
|
23.3K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
635+ 2.5% |
$54.8K - $62.2K
|
26.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
635+ 1.3% |
$54.8K - $62.2K
|
49.5K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
554+ 5.71% |
$47.8K - $54.3K
|
10.3K
$976K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
531New |
$45.8K - $52K
|
531
$50.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
474+ 15.13% |
$40.9K - $46.4K
|
3.61K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
404New |
$34.8K - $39.6K
|
404
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
330+ 2.86% |
$28.5K - $32.3K
|
11.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
329+ 2.62% |
$28.4K - $32.2K
|
12.9K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
316+ 2.11% |
$27.3K - $31K
|
15.3K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
303+ 7.11% |
$26.1K - $29.7K
|
4.57K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 6000.0% |
$25.9K - $29.4K
|
305
$29K
|