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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 20.63% |
$4.68M - $5.31M
|
317K
$27.8M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
33.2K+ 4.85% |
$2.87M - $3.26M
|
718K
$63M
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.7KNew |
$1.27M - $1.44M
|
14.7K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 54.06% |
$927K - $1.05M
|
30.6K
$2.69M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$720K - $818K
|
8.35K
$732K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.95K+ 7.53% |
$600K - $681K
|
99.3K
$8.71M
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.3K+ 87.98% |
$543K - $617K
|
13.5K
$1.18M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.73K+ 57.44% |
$408K - $463K
|
13K
$1.14M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.65KNew |
$401K - $456K
|
4.65K
$408K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$358K - $407K
|
4.15K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 11.02% |
$345K - $392K
|
40.3K
$3.53M
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
3.85K+ 1.0% |
$332K - $377K
|
387K
$33.9M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 14.68% |
$319K - $363K
|
28.9K
$2.54M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.56K+ 7.49% |
$307K - $348K
|
51K
$4.47M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.11K+ 20.63% |
$268K - $304K
|
18.2K
$1.59M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.07KNew |
$265K - $301K
|
3.07K
$269K
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
2.37K+ 7.56% |
$204K - $232K
|
33.7K
$2.95M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.28K+ 20.88% |
$197K - $223K
|
13.2K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 20.46% |
$162K - $184K
|
11.1K
$969K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
850+ 9.81% |
$73.3K - $83.3K
|
9.52K
$835K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
811+ 23.86% |
$69.9K - $79.5K
|
4.21K
$369K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
660+ 2.92% |
$56.9K - $64.7K
|
23.3K
$2.04M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
635+ 2.5% |
$54.8K - $62.2K
|
26.1K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
554+ 5.71% |
$47.8K - $54.3K
|
10.3K
$899K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
531New |
$45.8K - $52K
|
531
$46.6K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
474+ 15.13% |
$40.9K - $46.4K
|
3.61K
$316K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
316+ 2.11% |
$27.3K - $31K
|
15.3K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 13.16% |
$25.9K - $29.4K
|
2.58K
$226K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 6000.0% |
$25.9K - $29.4K
|
305
$26.7K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
284+ 8.31% |
$24.5K - $27.8K
|
3.7K
$325K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
196New |
$16.9K - $19.2K
|
196
$17.2K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
193+ 1.12% |
$16.6K - $18.9K
|
17.4K
$1.53M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
167+ 0.33% |
$14.4K - $16.4K
|
50.7K
$4.44M
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
145+ 1.09% |
$12.5K - $14.2K
|
13.5K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
137+ 1.07% |
$11.8K - $13.4K
|
12.9K
$1.13M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
104+ 2.97% |
$8.97K - $10.2K
|
3.6K
$316K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 4.38% |
$8.62K - $9.8K
|
2.39K
$209K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 1.82% |
$8.62K - $9.8K
|
5.6K
$491K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
92New |
$7.93K - $9.01K
|
92
$8.07K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
87New |
$7.5K - $8.52K
|
87
$7.63K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
63New |
$5.43K - $6.17K
|
63
$5.52K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
50New |
$4.31K - $4.9K
|
50
$4.38K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 5.3% |
$3.02K - $3.43K
|
695
$60.9K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16New |
$1.38K - $1.57K
|
16
$1.4K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
12+ 4.74% |
$1.03K - $1.18K
|
265
$23.2K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 45.0% |
$776 - $882
|
29
$2.54K
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-14- 0.58% |
$1.21K - $1.37K
|
2.4K
$210K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-23- 1.47% |
$1.98K - $2.25K
|
1.54K
$135K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28- 1.0% |
$2.41K - $2.74K
|
2.79K
$244K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-57- 1.86% |
$4.92K - $5.58K
|
3K
$263K
|