KFS
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Kelly Financial Services’s Direxion Daily Aerospace & Defense Bull 3X ETF DFEN Stock Holding History

Kelly Financial Services’s Portfolio DFEN Stock Details DFEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,025
Closed -$26.5K – 254
2024
Q2 		$26.5K Buy
1,025
+85
+9% +$2.27K 0.01% 293
2024
Q1 		$25K Buy
940
+1
+0.1% +$23 0.01% 301
2023
Q4 		$23K Buy
939
+745
+384% +$14.2K 0.01% 292
2023
Q3 		$2.9K Hold
194
– – ﹤0.01% 515
2023
Q2 		$4.04K Hold
194
– – ﹤0.01% 474
2023
Q1 		$4.05K Buy
+194
New +$3.98K ﹤0.01% 456

Other funds holding DFEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
EFA
Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return

Kelly Financial Services's DFEN Position: Q3 2024 in Review

Kelly Financial Services sold out of Direxion Daily Aerospace & Defense Bull 3X ETF (DFEN) in Q3 2024, closing a stake of 1,025 shares — an estimated $26.5K sold.

Kelly Financial Services first reported a position in DFEN in Q1 2023 and held it in 6 quarters. The position peaked at $26.5K in Q2 2024. 23 funds tracked by Wall St. Rank hold DFEN as of Q3 2024.

  • Kelly Financial Services reported no remaining Direxion Daily Aerospace & Defense Bull 3X ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,025 Direxion Daily Aerospace & Defense Bull 3X ETF shares in Q3 2024, an estimated $26.5K.
  • Kelly Financial Services first reported a position in Direxion Daily Aerospace & Defense Bull 3X ETF in Q1 2023 and held it in 6 quarters.
  • Kelly Financial Services's Direxion Daily Aerospace & Defense Bull 3X ETF position peaked at $26.5K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Direxion Daily Aerospace & Defense Bull 3X ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.