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Colonial Trust’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

Colonial Trust’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
2023
Q3 		– Sell
-1,000
Closed -$20.9K – 960
2023
Q2 		$20.9K Buy
+1,000
New +$19.7K 0.01% 594
2023
Q1 		– Sell
-1,006
Closed -$20K – 907
2022
Q4 		$20K Buy
+1,006
New +$17.8K 0.01% 564

Other funds holding DFEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Colonial Trust's DFEN Position: Q3 2023 in Review

Colonial Trust sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q3 2023, closing a stake of 1,000 shares — an estimated $20.9K sold.

Colonial Trust first reported a position in DFEN in Q4 2022 and held it in 2 quarters. The position peaked at $20.9K in Q2 2023. 17 funds tracked by Wall St. Rank hold DFEN as of Q3 2023.

  • Colonial Trust reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q3 2023 after selling out during the quarter.
  • Colonial Trust sold 1,000 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q3 2023, an estimated $20.9K.
  • Colonial Trust first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q4 2022 and held it in 2 quarters.
  • Colonial Trust's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $20.9K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q3 2023.

Based on Colonial Trust's 13F filing for Q3 2023, filed 13 Nov 2023.