Financial Advocates Investment Management’s Direxion Work From Home ETF WFH Stock Holding History

Financial Advocates Investment Management’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,217	Closed	-$461K	–	826
2021 Q4	$461K	Sell	6,217 -320	-5%	-$24.3K	0.03%	505
2021 Q3	$484K	Sell	6,537 -490	-7%	-$37.4K	0.03%	483
2021 Q2	$533K	Sell	7,027 -225	-3%	-$16.2K	0.04%	469
2021 Q1	$495K	Sell	7,252 -45	-0.6%	-$3.15K	0.04%	486
2020 Q4	$493K	Buy	+7,297	New	+$439K	0.03%	456

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

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

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

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's WFH Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Direxion Work From Home ETF (WFH) in Q1 2022, closing a stake of 6,217 shares — an estimated $461K sold.

Financial Advocates Investment Management first reported a position in WFH in Q4 2020 and held it in 5 quarters. The position peaked at $533K in Q2 2021. 45 funds tracked by Wall St. Rank hold WFH as of Q1 2022.

Financial Advocates Investment Management reported no remaining Direxion Work From Home ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 6,217 Direxion Work From Home ETF shares in Q1 2022, an estimated $461K.
Financial Advocates Investment Management first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 5 quarters.
Financial Advocates Investment Management's Direxion Work From Home ETF position peaked at $533K in Q2 2021.
45 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.