EverSource Wealth Advisors’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

EverSource Wealth Advisors’s Portfolio FAS Stock Details FAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,500	Closed	-$253K	–	4377
2025 Q2	$253K	Buy	1,500 +600	+67%	+$87.4K	0.01%	754
2025 Q1	$142K	Buy	900 +865	+2,471%	+$143K	0.01%	781
2024 Q4	$5.29K	Buy	+35	New	+$5.39K	﹤0.01%	2319
2022 Q2	–	Sell	-61	Closed	-$7K	–	1767
2022 Q1	$7K	Sell	61 -11	-15%	-$1.39K	﹤0.01%	1134
2021 Q4	$9K	Buy	+72	New	+$9.65K	﹤0.01%	996

Other funds holding FAS

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TGIA

Torrey Growth & Income Advisors Del Mar, California $239M AUM

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

EverSource Wealth Advisors's FAS Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q3 2025, closing a stake of 1,500 shares — an estimated $253K sold.

EverSource Wealth Advisors first reported a position in FAS in Q4 2021 and held it in 5 quarters. The position peaked at $253K in Q2 2025. 83 funds tracked by Wall St. Rank hold FAS as of Q3 2025.

EverSource Wealth Advisors reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1,500 Direxion Daily Financial Bull 3x ETF shares in Q3 2025, an estimated $253K.
EverSource Wealth Advisors first reported a position in Direxion Daily Financial Bull 3x ETF in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's Direxion Daily Financial Bull 3x ETF position peaked at $253K in Q2 2025.
83 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.