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 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
482K+ 99.71% |
$30.6M - $35.2M
|
965K
$86.5M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
482K+ 99.71% |
$30.6M - $35.2M
|
965K
$86.5M
|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
278KNew |
$17.6M - $20.3M
|
278K
$24.9M
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
145KNew |
$9.19M - $10.6M
|
145K
$13M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.4K+ 401.46% |
$6.06M - $6.97M
|
119K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.8K+ 48.21% |
$4.69M - $5.39M
|
227K
$20.4M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
72.2KNew |
$4.58M - $5.27M
|
72.2K
$6.48M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.7K+ 59.85% |
$4.43M - $5.09M
|
186K
$16.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.9K+ 787.45% |
$4.19M - $4.82M
|
74.3K
$6.67M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.1K+ 814.82% |
$3.24M - $3.73M
|
57.3K
$5.14M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 126.43% |
$2.84M - $3.27M
|
80.1K
$7.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$2.49M - $2.87M
|
39.3K
$3.52M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
32.5KNew |
$2.07M - $2.38M
|
32.5K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$1.24M - $1.42M
|
19.5K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 9.86% |
$1.2M - $1.39M
|
211K
$19M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
17.6KNew |
$1.12M - $1.29M
|
17.6K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$1.05M - $1.21M
|
16.5K
$1.48M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$937K - $1.08M
|
14.8K
$1.32M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 67.23% |
$898K - $1.03M
|
35.2K
$3.16M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3KNew |
$717K - $825K
|
11.3K
$1.01M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 311.84% |
$686K - $789K
|
14.3K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 311.84% |
$686K - $789K
|
14.3K
$1.28M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6K+ 143.2% |
$676K - $778K
|
18.1K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$666K - $766K
|
10.5K
$941K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 205.81% |
$652K - $751K
|
15.3K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.96K+ 33.42% |
$569K - $655K
|
35.8K
$3.21M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.46KNew |
$537K - $618K
|
8.46K
$759K
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.52KNew |
$477K - $549K
|
7.52K
$674K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.64KNew |
$421K - $485K
|
6.64K
$595K
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.28K+ 2.44% |
$399K - $459K
|
264K
$23.7M
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$391K - $450K
|
6.16K
$553K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.44K+ 2.11% |
$346K - $398K
|
263K
$23.6M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.42K+ 1002.03% |
$344K - $396K
|
5.96K
$535K
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.22K+ 12.71% |
$332K - $381K
|
46.3K
$4.15M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.1K+ 55.3% |
$324K - $372K
|
14.3K
$1.28M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.92KNew |
$312K - $359K
|
4.92K
$441K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.79K+ 231.53% |
$304K - $350K
|
6.86K
$615K
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.28KNew |
$272K - $313K
|
4.28K
$384K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 12.48% |
$263K - $302K
|
37.3K
$3.34M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.13KNew |
$262K - $302K
|
4.13K
$370K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.85KNew |
$244K - $281K
|
3.85K
$345K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.55KNew |
$225K - $259K
|
3.55K
$318K
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.38KNew |
$214K - $247K
|
3.38K
$303K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.95KNew |
$187K - $215K
|
2.95K
$264K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.9KNew |
$184K - $212K
|
2.9K
$260K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.79KNew |
$177K - $204K
|
2.79K
$250K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 12.27% |
$109K - $125K
|
15.7K
$1.41M
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
1.41K+ 10.37% |
$89.6K - $103K
|
15K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.4K+ 382.47% |
$88.7K - $102K
|
1.76K
$158K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.17K+ 1.31% |
$74.6K - $85.8K
|
91.1K
$8.17M
|