Latest Institutional Sells of ETF Ser Solutions Defiance Nex (FIVG)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 12.37% |
N/A
|
1.42K
$57.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-65- 1.65% |
N/A
|
3.88K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-54- 2.18% |
N/A
|
2.43K
$98.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.47% |
N/A
|
5.35K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3- 0.39% |
N/A
|
765
$31.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.13K- 11.01% |
$265K - $315K
|
57.7K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-6.7K- 19.69% |
$249K - $296K
|
27.3K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.48K- 37.37% |
$167K - $198K
|
7.51K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.46K- 3.11% |
$54.3K - $64.5K
|
45.6K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-258- 52.98% |
$9.6K - $11.4K
|
229
$9.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 8.7% |
$5.58K - $6.62K
|
1.58K
$64K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 6.45% |
$1.86K - $2.21K
|
725
$29.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 97.38% |
$364K - $437K
|
277
$11.2K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 27.09% |
$133K - $160K
|
10.1K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 92.19% |
$104K - $125K
|
250
$10.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.51K- 28.34% |
$88.7K - $106K
|
6.33K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.03K- 8.69% |
$36.5K - $43.8K
|
10.8K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-860- 37.72% |
$30.4K - $36.5K
|
1.42K
$57.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-666- 5.95% |
$23.6K - $28.3K
|
10.5K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-640- 58.72% |
$22.6K - $27.2K
|
450
$18.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-376- 3.51% |
$13.3K - $16K
|
10.3K
$420K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-354- 4.63% |
$12.5K - $15K
|
7.29K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 73.86% |
$4K - $4.8K
|
40
$1.62K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 6.85% |
$4K - $4.8K
|
1.54K
$62.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 0.59% |
$1.77K - $2.12K
|
8.4K
$341K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 2.54% |
$531 - $637
|
575
$23.4K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 99.99% |
$466K - $546K
|
2
$81.2
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.31K- 7.13% |
$252K - $295K
|
95.2K
$3.87M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 61.73% |
$5.16K - $6.06K
|
93
$3.78K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-61- 10.97% |
$2.1K - $2.46K
|
495
$20.1K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-993- 76.74% |
$28.6K - $35.9K
|
301
$12.2K
|
|
|
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
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-600- 2.2% |
$17.3K - $21.7K
|
26.7K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-589- 99.83% |
$17K - $21.3K
|
1
$40.6
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-225- 1.27% |
$6.48K - $8.12K
|
17.5K
$711K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 14.56% |
$41.9K - $47.1K
|
8.02K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-350- 2.24% |
$10.7K - $12.1K
|
15.3K
$620K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225Closed |
$6.9K - $7.75K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.84K- 17.68% |
$264K - $299K
|
41.2K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.68K- 29.51% |
$140K - $158K
|
11.2K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.76K- 50.0% |
$82.4K - $93.5K
|
2.76K
$112K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-700- 7.53% |
$20.9K - $23.7K
|
8.6K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-614- 8.02% |
$18.3K - $20.8K
|
7.04K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-325- 3.0% |
$9.71K - $11K
|
10.5K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 2.79% |
$5.79K - $6.57K
|
6.75K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 42.35% |
$3.55K - $4.03K
|
162
$6.58K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.17K- 1.87% |
$94.8K - $108K
|
166K
$6.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.03K- 5.66% |
$90.7K - $104K
|
50.5K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.13K- 0.74% |
$33.9K - $38.8K
|
152K
$6.18M
|
|