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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-640- 58.72% |
$22.6K - $27.2K
|
450
$18.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 92.19% |
$104K - $125K
|
250
$10.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 6.85% |
$4K - $4.8K
|
1.54K
$62.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
112KNew |
$3.95M - $4.74M
|
112K
$4.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-354- 4.63% |
$12.5K - $15K
|
7.29K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
716New |
$25.3K - $30.4K
|
716
$29.1K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
564+ 19.39% |
$19.4K - $22.8K
|
3.47K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-61- 10.97% |
$2.1K - $2.46K
|
495
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.31K- 7.13% |
$252K - $295K
|
95.2K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.89K+ 41.69% |
$306K - $359K
|
30.2K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.82KNew |
$62.6K - $73.4K
|
1.82K
$73.9K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
669New |
$23K - $27K
|
669
$27.2K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.76KNew |
$50.6K - $63.4K
|
1.76K
$71.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
70New |
$2.02K - $2.53K
|
70
$2.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.89KNew |
$170K - $213K
|
5.89K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$7.21K - $9.03K
|
250
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
109New |
$3.14K - $3.94K
|
109
$4.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78KNew |
$167K - $209K
|
5.78K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
21.3KNew |
$614K - $769K
|
21.3K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42New |
$1.21K - $1.52K
|
42
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-879- 3.79% |
$25.3K - $31.7K
|
22.3K
$906K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-642- 44.52% |
$18.5K - $23.2K
|
800
$32.5K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.4KNew |
$2.14M - $2.69M
|
74.4K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
344New |
$9.91K - $12.4K
|
344
$14K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-993- 76.74% |
$28.6K - $35.9K
|
301
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156New |
$4.5K - $5.63K
|
156
$6.34K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-225- 1.27% |
$6.48K - $8.12K
|
17.5K
$711K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-589- 99.83% |
$17K - $21.3K
|
1
$40.6
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225Closed |
$6.9K - $7.75K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25New |
$766 - $862
|
25
$1.02K
|
|
|
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
|
Salomon & Ludwin, LLC
|
BUY
|
- |
280New |
$8.58K - $9.65K
|
280
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.4KNew |
$104K - $117K
|
3.4K
$138K
|
|
|
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 | |||||||
|
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 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.56% |
$209 - $237
|
1.25K
$50.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
214New |
$6.39K - $7.25K
|
214
$8.69K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.99K - $3.39K
|
100
$4.06K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.68K- 29.51% |
$140K - $158K
|
11.2K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$149 - $169
|
6.59K
$268K
|
|