FSG
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Financial Strategies Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Financial Strategies Group’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,156
Closed -$146K – 72
2020
Q4 		$146K Buy
+10,156
New +$123K 0.08% 68

Other funds holding ERX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Strategies Group's ERX Position: Q1 2021 in Review

Financial Strategies Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2021, closing a stake of 10,156 shares — an estimated $146K sold.

Financial Strategies Group first reported a position in ERX in Q4 2020 and held it in 1 quarter. The position peaked at $146K in Q4 2020. 38 funds tracked by Wall St. Rank hold ERX as of Q1 2021.

  • Financial Strategies Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Strategies Group sold 10,156 Direxion Daily Energy Bull 2X ETF shares in Q1 2021, an estimated $146K.
  • Financial Strategies Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2020 and held it in 1 quarter.
  • Financial Strategies Group's Direxion Daily Energy Bull 2X ETF position peaked at $146K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2021.

Based on Financial Strategies Group's 13F filing for Q1 2021, filed 6 May 2021.