FWM
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Focused Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Focused Wealth Management’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
2017
Q4 		– Sell
-100
Closed -$6K – 699
2017
Q3 		$6K Buy
100
+50
+100% +$2.57K ﹤0.01% 493
2017
Q2 		$2K Buy
+50
New +$2.25K ﹤0.01% 627

Other funds holding FAS

QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSFP
Mark Sheptoff Financial Planning Glastonbury, Connecticut $189M AUM 28.82% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Focused Wealth Management's FAS Position: Q4 2017 in Review

Focused Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in FAS in Q2 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 72 funds tracked by Wall St. Rank hold FAS as of Q4 2017.

  • Focused Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 100 Direxion Daily Financial Bull 3x ETF shares in Q4 2017, an estimated $6K.
  • Focused Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2017 and held it in 2 quarters.
  • Focused Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $6K in Q3 2017.
  • 72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.