Latest Institutional Transactions on ETF Ser Solutions Defiance Nex (FIVG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.05K+ 7.02% |
$63K - $70.8K
|
31.3K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.4KNew |
$104K - $117K
|
3.4K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
280New |
$8.58K - $9.65K
|
280
$11.4K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.57KNew |
$78.9K - $88.7K
|
2.57K
$105K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 14.56% |
$41.9K - $47.1K
|
8.02K
$326K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
416New |
$12.8K - $14.3K
|
416
$16.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-350- 2.24% |
$10.7K - $12.1K
|
15.3K
$620K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-700- 7.53% |
$20.9K - $23.7K
|
8.6K
$349K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.3KNew |
$68.7K - $77.9K
|
2.3K
$93.4K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
227New |
$6.78K - $7.69K
|
227
$9.22K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$58.3K - $66.1K
|
1.95K
$79.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 42.35% |
$3.55K - $4.03K
|
162
$6.58K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-325- 3.0% |
$9.71K - $11K
|
10.5K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.37KNew |
$70.8K - $80.2K
|
2.37K
$96.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.84K- 17.68% |
$264K - $299K
|
41.2K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
37KNew |
$1.11M - $1.25M
|
37K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 2.79% |
$5.79K - $6.57K
|
6.75K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.99K - $3.39K
|
100
$4.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
214New |
$6.39K - $7.25K
|
214
$8.69K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.56% |
$209 - $237
|
1.25K
$50.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-614- 8.02% |
$18.3K - $20.8K
|
7.04K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.68K- 29.51% |
$140K - $158K
|
11.2K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.32KNew |
$189K - $214K
|
6.32K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$149 - $169
|
6.59K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.76K- 50.0% |
$82.4K - $93.5K
|
2.76K
$112K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377New |
$11.3K - $12.8K
|
377
$15.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$58.6K - $66.5K
|
1.96K
$79.7K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
369New |
$11.1K - $12.6K
|
369
$15K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
387+ 2976.92% |
$11.6K - $13.2K
|
400
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13New |
$389 - $445
|
13
$528
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 10.0% |
$3K - $3.42K
|
900
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-260- 8.72% |
$7.79K - $8.9K
|
2.72K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$30 - $34.2
|
1.29K
$52.5K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
400New |
$12K - $13.7K
|
400
$16.2K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.17KNew |
$185K - $211K
|
6.17K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
100New |
$3K - $3.42K
|
100
$4.06K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.06% |
$599 - $685
|
33.4K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 8.38% |
$28K - $32K
|
10.2K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.17K- 1.87% |
$94.8K - $108K
|
166K
$6.74M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
688+ 18.16% |
$20.6K - $23.6K
|
4.48K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.5KNew |
$135K - $154K
|
4.5K
$183K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-612- 3.82% |
$18.3K - $20.9K
|
15.4K
$626K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.11K - $1.27K
|
37
$1.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.13K- 0.74% |
$33.9K - $38.8K
|
152K
$6.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.03K- 5.66% |
$90.7K - $104K
|
50.5K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83KNew |
$54.7K - $62.5K
|
1.83K
$74.2K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
211New |
$5.82K - $6.84K
|
211
$8.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
988+ 277.53% |
$27.2K - $32K
|
1.34K
$54.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$283K - $333K
|
10.3K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$27.6K - $32.4K
|
1K
$40.6K
|
|