Purchases and Sales Made in Q2 2022 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q2 2022. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS DEFIANCE NEX.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
44.4KNew |
$1.37M - $1.69M
|
44.4K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29K+ 75.29% |
$892K - $1.1M
|
67.5K
$2.74M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2K+ 66.4% |
$805K - $995K
|
65.6K
$2.66M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.8K+ 65.77% |
$547K - $676K
|
44.8K
$1.82M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13.6K+ 63.11% |
$418K - $517K
|
35.1K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 33.7% |
$382K - $472K
|
49.3K
$2M
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.2K+ 5.87% |
$283K - $350K
|
166K
$6.74M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.74K+ 8.78% |
$146K - $180K
|
58.7K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.4K+ 16.58% |
$104K - $129K
|
23.9K
$969K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
3.39K+ 3.99% |
$104K - $129K
|
88.5K
$3.6M
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
2.55K+ 1.2% |
$78.5K - $97.1K
|
216K
$8.77M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.39K+ 21.46% |
$73.6K - $91K
|
13.6K
$550K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.51K+ 5.12% |
$46.5K - $57.5K
|
31K
$1.26M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$46.1K - $57K
|
1.5K
$60.9K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 3145.0% |
$38.7K - $47.8K
|
1.3K
$52.7K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 8.48% |
$33.9K - $41.9K
|
14.1K
$573K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$30.8K - $38K
|
1K
$40.6K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
977New |
$30.1K - $37.2K
|
977
$39.7K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
903+ 0.75% |
$27.8K - $34.3K
|
121K
$4.9M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
888+ 78.58% |
$27.3K - $33.8K
|
2.02K
$82K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
880New |
$27.1K - $33.5K
|
880
$35.7K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
838+ 5.83% |
$25.8K - $31.9K
|
15.2K
$618K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
665+ 2.96% |
$20.5K - $25.3K
|
23.1K
$939K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
529+ 1.26% |
$16.3K - $20.1K
|
42.6K
$1.73M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
510New |
$15.7K - $19.4K
|
510
$20.7K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$15.4K - $19K
|
500
$20.3K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$15.4K - $19K
|
500
$20.3K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
454+ 1.36% |
$14K - $17.3K
|
33.7K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
410New |
$12.6K - $15.6K
|
410
$16.7K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402+ 4.13% |
$12.4K - $15.3K
|
10.1K
$412K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
390+ 3.58% |
$12K - $14.8K
|
11.3K
$458K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
375New |
$11.5K - $14.3K
|
375
$15.2K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
331+ 1.99% |
$10.2K - $12.6K
|
17K
$689K
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
311+ 0.21% |
$9.57K - $11.8K
|
148K
$6.01M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
300+ 0.8% |
$9.23K - $11.4K
|
38K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
247+ 2.85% |
$7.6K - $9.39K
|
8.93K
$362K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
221+ 3.79% |
$6.8K - $8.4K
|
6.05K
$246K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
175+ 3.54% |
$5.38K - $6.66K
|
5.12K
$208K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 1.71% |
$5.17K - $6.39K
|
9.97K
$405K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 1.71% |
$5.17K - $6.39K
|
9.97K
$405K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 0.49% |
$4.92K - $6.08K
|
32.9K
$1.34M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
130+ 4.89% |
$4K - $4.94K
|
2.79K
$113K
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
109+ 1.58% |
$3.35K - $4.15K
|
7.01K
$285K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 100.0% |
$3.08K - $3.8K
|
200
$8.12K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 1.29% |
$2.58K - $3.19K
|
6.6K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 1.29% |
$2.58K - $3.19K
|
6.6K
$268K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
60+ 0.88% |
$1.85K - $2.28K
|
6.89K
$280K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
57+ 0.85% |
$1.75K - $2.17K
|
6.74K
$274K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55New |
$1.69K - $2.09K
|
55
$2.23K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
44+ 0.5% |
$1.35K - $1.67K
|
8.77K
$356K
|