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

United Capital Financial 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
Q1 		– Sell
-3,620
Closed -$266K – 995
2022
Q4 		$266K Sell
3,620
-2,273
-39% -$165K ﹤0.01% 914
2022
Q3 		$319K Sell
5,893
-498
-8% -$35.8K ﹤0.01% 891
2022
Q2 		$403K Buy
6,391
+391
+7% +$33.3K ﹤0.01% 848
2022
Q1 		$705K Buy
+6,000
New +$759K ﹤0.01% 756

Other funds holding FAS

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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

United Capital Financial Advisors's FAS Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q1 2023, closing a stake of 3,620 shares — an estimated $266K sold.

United Capital Financial Advisors first reported a position in FAS in Q1 2022 and held it in 4 quarters. The position peaked at $705K in Q1 2022. 67 funds tracked by Wall St. Rank hold FAS as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,620 Direxion Daily Financial Bull 3x ETF shares in Q1 2023, an estimated $266K.
  • United Capital Financial Advisors first reported a position in Direxion Daily Financial Bull 3x ETF in Q1 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's Direxion Daily Financial Bull 3x ETF position peaked at $705K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.