Purchases and Sales Made in Q4 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-48- 0.75% |
$3.38K - $4.08K
|
6.38K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.83% |
$4.58K - $5.53K
|
7.75K
$706K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-65- 4.77% |
$4.58K - $5.53K
|
1.3K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-97- 2.65% |
$6.83K - $8.25K
|
3.57K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-135- 1.27% |
$9.51K - $11.5K
|
10.5K
$955K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-164- 0.35% |
$11.6K - $13.9K
|
46.6K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-186- 5.28% |
$13.1K - $15.8K
|
3.34K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 1.32% |
$14.6K - $17.6K
|
15.5K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-211- 4.21% |
$14.9K - $17.9K
|
4.81K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-222- 1.16% |
$15.6K - $18.9K
|
18.9K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-232- 6.9% |
$16.3K - $19.7K
|
3.13K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-237- 6.84% |
$16.7K - $20.1K
|
3.23K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-300- 9.82% |
$21.1K - $25.5K
|
2.75K
$251K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-332- 2.5% |
$23.4K - $28.2K
|
12.9K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-340- 2.89% |
$24K - $28.9K
|
11.4K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-401- 6.38% |
$28.3K - $34.1K
|
5.88K
$535K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-478- 4.49% |
$33.7K - $40.6K
|
10.2K
$925K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-519- 11.94% |
$36.6K - $44.1K
|
3.83K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-609- 0.37% |
$42.9K - $51.8K
|
165K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-787- 5.4% |
$55.4K - $66.9K
|
13.8K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-793- 5.56% |
$55.9K - $67.4K
|
13.5K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-911- 99.78% |
$64.2K - $77.4K
|
2
$182
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.01K- 4.53% |
$71.2K - $85.9K
|
21.3K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 6.7% |
$72.9K - $88K
|
14.4K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 1.36% |
$78.9K - $95.2K
|
81.4K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.12K- 8.2% |
$79K - $95.3K
|
12.6K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.17K- 17.92% |
$82.6K - $99.7K
|
5.37K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.7K- 23.68% |
$120K - $145K
|
5.49K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.67K- 4.53% |
$188K - $227K
|
56.3K
$5.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.91K- 10.94% |
$205K - $247K
|
23.7K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.01K- 8.61% |
$212K - $255K
|
31.9K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-3.61K- 1.39% |
$254K - $307K
|
255K
$23.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-4.44K- 2.7% |
$313K - $378K
|
160K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.74K- 1.85% |
$334K - $403K
|
252K
$23M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.76K- 31.12% |
$406K - $490K
|
12.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.19K- 20.8% |
$436K - $526K
|
23.5K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.09K- 46.57% |
$499K - $602K
|
8.13K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.06K- 87.09% |
$638K - $770K
|
1.34K
$122K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4K- 39.71% |
$801K - $967K
|
17.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 49.52% |
$1.32M - $1.59M
|
19.1K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.2K- 45.67% |
$2.62M - $3.16M
|
44.3K
$4.03M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-181K- 39.69% |
$12.7M - $15.4M
|
275K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 42.77% |
$14.5M - $17.5M
|
275K
$25M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-253K- 57.05% |
$17.8M - $21.5M
|
190K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-372K- 98.22% |
$26.2M - $31.6M
|
6.75K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-675K- 51.9% |
$47.5M - $57.3M
|
625K
$56.9M
|