Carroll Financial Associates’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Carroll Financial Associates’s Portfolio MIDU Stock Details MIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$64K	Sell	934 -132	-12%	-$8.82K	﹤0.01%	651
2021 Q3	$60K	Hold	1,066	–	–	﹤0.01%	695
2021 Q2	$65K	Sell	1,066 -75	-7%	-$4.69K	﹤0.01%	720
2021 Q1	$64K	Hold	1,141	–	–	﹤0.01%	702
2020 Q4	$45K	Sell	1,141 -454	-28%	-$14.4K	﹤0.01%	727
2020 Q3	$34K	Buy	1,595 +1	+0.1%	+$22	﹤0.01%	744
2020 Q2	$31K	Buy	1,594 +775	+95%	+$13.2K	﹤0.01%	767
2020 Q1	$9K	Buy	819 +521	+175%	+$19.6K	﹤0.01%	979
2019 Q4	$14K	Hold	298	–	–	﹤0.01%	968
2019 Q3	$12K	Buy	298 +1	+0.3%	+$41	﹤0.01%	945
2019 Q2	$12K	Hold	297	–	–	﹤0.01%	955
2019 Q1	$12K	Hold	297	–	–	﹤0.01%	890
2018 Q4	$8K	Buy	297 +197	+197%	+$7.66K	﹤0.01%	923
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	1081
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1099
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1075
2017 Q4	$4K	Buy	100 +2	+2%	+$88	﹤0.01%	1048
2017 Q3	$4K	Hold	98	–	–	﹤0.01%	1025
2017 Q2	$3K	Sell	98 -80	-45%	-$2.91K	﹤0.01%	1065
2017 Q1	$6K	Hold	178	–	–	﹤0.01%	944
2016 Q4	$5K	Sell	178 -79	-31%	-$2.3K	﹤0.01%	941
2016 Q3	$6K	Sell	257 -1,560	-86%	-$42.2K	﹤0.01%	913
2016 Q2	$44K	Buy	+1,817	New	+$42.6K	0.01%	467
2015 Q3	–	Sell	-108	Closed	-$3K	–	1117
2015 Q2	$3K	Buy	+108	New	+$2.72K	﹤0.01%	937

Other funds holding MIDU

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Carroll Financial Associates's MIDU Position: Q4 2021 in Review

Carroll Financial Associates reduced its Direxion Daily Mid Cap Bull 3X ETF (MIDU) stake by 12% in Q4 2021, selling an estimated $8.82K and leaving 934 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Carroll Financial Associates first reported a position in MIDU in Q2 2015 and has held it in 24 quarters since. The position peaked at $65K in Q2 2021. 20 funds tracked by Wall St. Rank hold MIDU as of Q4 2021.

Carroll Financial Associates held 934 shares of Direxion Daily Mid Cap Bull 3X ETF worth $64K as of Q4 2021.
Carroll Financial Associates sold 132 Direxion Daily Mid Cap Bull 3X ETF shares in Q4 2021, an estimated $8.82K.
Direxion Daily Mid Cap Bull 3X ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #651 holding.
Carroll Financial Associates first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q2 2015 and has held it in 24 quarters since.
Carroll Financial Associates's Direxion Daily Mid Cap Bull 3X ETF position peaked at $65K in Q2 2021.
20 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.