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

IFP 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
2023 Q3	–	Sell	-15	Closed	-$954	–	3384
2023 Q2	$954	Hold	15	–	–	﹤0.01%	3089
2023 Q1	$502	Sell	15 -1,753	-99%	-$133K	﹤0.01%	3183
2022 Q4	$60K	Buy	1,768 +658	+59%	+$47.8K	﹤0.01%	2113
2022 Q3	$37K	Buy	1,110 +550	+98%	+$39.5K	﹤0.01%	2614
2022 Q2	$19K	Hold	560	–	–	﹤0.01%	2879
2022 Q1	$19K	Buy	+560	New	+$70.8K	﹤0.01%	2879
2020 Q1	–	Sell	-144	Closed	-$11K	–	2833
2019 Q4	$14K	Hold	144	–	–	﹤0.01%	1770
2019 Q3	$11K	Buy	+144	New	+$10.9K	﹤0.01%	2020
2019 Q1	–	Sell	-320	Closed	-$14K	–	2679
2018 Q4	$14K	Buy	320 +176	+122%	+$10.1K	﹤0.01%	2326
2018 Q3	$10K	Sell	144 -100	-41%	-$7.15K	﹤0.01%	2845
2018 Q2	$15K	Buy	244 +100	+69%	+$6.55K	﹤0.01%	2638
2018 Q1	$10K	Hold	144	–	–	﹤0.01%	2780
2017 Q4	$10K	Buy	+144	New	+$9K	﹤0.01%	2821
2017 Q3	–	Sell	-400	Closed	-$20K	–	4108
2017 Q2	$20K	Buy	+400	New	+$18K	﹤0.01%	2583

Other funds holding FAS

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

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

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IFP Advisors's FAS Position: Q3 2023 in Review

IFP Advisors sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q3 2023, closing a stake of 15 shares — an estimated $954 sold.

IFP Advisors first reported a position in FAS in Q2 2017 and held it in 14 quarters. The position peaked at $60K in Q4 2022. 61 funds tracked by Wall St. Rank hold FAS as of Q3 2023.

IFP Advisors reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 15 Direxion Daily Financial Bull 3x ETF shares in Q3 2023, an estimated $954.
IFP Advisors first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2017 and held it in 14 quarters.
IFP Advisors's Direxion Daily Financial Bull 3x ETF position peaked at $60K in Q4 2022.
61 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.