CAPTRUST Financial Advisors
DFEN icon

CAPTRUST Financial Advisors’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DFEN Stock Details DFEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-487
Closed -$8K – 2549
2022
Q2 		$8K Hold
487
– – ﹤0.01% 3862
2022
Q1 		$11K Buy
+487
New +$9.92K ﹤0.01% 3738

Other funds holding DFEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CAPTRUST Financial Advisors's DFEN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q3 2022, closing a stake of 487 shares — an estimated $8K sold.

CAPTRUST Financial Advisors first reported a position in DFEN in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 18 funds tracked by Wall St. Rank hold DFEN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 487 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q3 2022, an estimated $8K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $11K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.