Farther Finance Advisors, LLC MIDU — DIREXION DAILY MID CAP BULL 3X SHARES

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported DIREXION DAILY MID CAP BULL 3X SHARES (MIDU) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows MIDU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in DIREXION DAILY MID CAP BULL 3X SHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MIDU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MIDU stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held MIDU — position size vs. price
% of Fund (quarterly)    MIDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 524 +421 +408.7% 0.00% $27K 2026-01-23 $58.80
2025 Q3 ADDED — — — 103 +49 +90.7% 0.00% $5K 2025-10-14 $49.57
2025 Q2 REDUCED 60.9% +12.3% ❌ 54 -84 -60.9% 0.00% $2K 2025-07-11 $47.68
2025 Q1 INITIATED — — — 138 — — 0.00% $6K 2025-04-14 $32.44

🏢 Other funds also holding MIDU

As of 2026 Q1 — sorted by position size

Morse Asset Management, Inc 3Y 7Y 0.07% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.05% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.04% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About Farther Finance Advisors, LLC and MIDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning MIDU?

Farther Finance Advisors, LLC reported MIDU across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MIDU position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for MIDU was 0.00% in 2025 Q4.

What is the latest reported MIDU position on this page?

The most recent filing on this page is 2025 Q4, when Farther Finance Advisors, LLC reported 524 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this MIDU ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly MIDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their MIDU position?

Based on 13F filing dates vs. subsequent MIDU price moves, Farther Finance Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MIDU relative to SPY over the holding period was -93.8%.

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