Purchases and Sales Made in Q2 2023 in ETF Ser Solutions Defiance Nex (FIVG)

FIVG Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q2 2023. 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
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

BUY
 -
37K
New
$1.11M - $1.25M
37K $1.5M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
33.2K
New
$991K - $1.12M
33.2K $1.35M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
32K
+ 52.0%
$957K - $1.08M
93.6K $3.8M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.6K
+ 20.18%
$346K - $392K
68.9K $2.8M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
11K
+ 45.59%
$329K - $373K
35.2K $1.43M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
7.49K
+ 1235.81%
$224K - $254K
8.1K $329K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.56K
+ 10.82%
$196K - $222K
67.2K $2.73M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.39K
New
$191K - $216K
6.39K $259K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
6.32K
New
$189K - $214K
6.32K $257K
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
6.28K
+ 6.39%
$188K - $213K
105K $4.24M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
3.66K
+ 23.75%
$109K - $124K
19.1K $774K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.65K
+ 5.64%
$109K - $124K
68.3K $2.78M
Oct 10, 2023 Q2 2023
Ratio Wealth Group

Denver, CO
BUY
 -
2.91K
+ 11.05%
$87K - $98.6K
29.3K $1.19M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.62K
New
$78.3K - $88.7K
2.62K $106K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
2.37K
New
$70.8K - $80.2K
2.37K $96.2K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
2.32K
+ 14.99%
$69.2K - $78.5K
17.8K $722K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
2.3K
New
$68.7K - $77.9K
2.3K $93.4K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.12K
+ 6.12%
$63.2K - $71.6K
36.7K $1.49M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
1.96K
New
$58.6K - $66.5K
1.96K $79.7K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.95K
New
$58.3K - $66.1K
1.95K $79.3K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.94K
+ 11.18%
$57.9K - $65.7K
19.3K $783K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.25K
+ 9.85%
$37.4K - $42.4K
14K $567K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1.18K
+ 27.07%
$35.1K - $39.8K
5.52K $224K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
990
+ 37.76%
$29.6K - $33.5K
3.61K $147K
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
875
+ 3.39%
$26.1K - $29.6K
26.7K $1.08M
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
706
+ 6.21%
$21.1K - $23.9K
12.1K $490K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
684
+ 1.92%
$20.4K - $23.2K
36.2K $1.47M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
604
+ 5.2%
$18K - $20.5K
12.2K $496K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
545
+ 43.74%
$16.3K - $18.5K
1.79K $72.7K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
441
+ 6.83%
$13.2K - $14.9K
6.9K $280K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
377
New
$11.3K - $12.8K
377 $15.3K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
304
+ 10.59%
$9.08K - $10.3K
3.17K $129K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
280
+ 61.14%
$8.36K - $9.48K
738 $30K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
227
New
$6.78K - $7.69K
227 $9.22K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
214
New
$6.39K - $7.25K
214 $8.69K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
213
New
$6.36K - $7.21K
213 $8.65K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
150
+ 3.47%
$4.48K - $5.08K
4.47K $182K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
100
New
$2.99K - $3.39K
100 $4.06K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
63
+ 0.49%
$1.88K - $2.13K
12.8K $521K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
45
+ 0.51%
$1.34K - $1.52K
8.91K $362K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
44
+ 0.35%
$1.31K - $1.49K
12.7K $514K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
23
+ 0.16%
$687 - $779
14.9K $603K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
12
+ 0.18%
$358 - $406
6.79K $276K
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
10
+ 18.18%
$299 - $339
65 $2.64K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
9
+ 0.16%
$269 - $305
5.58K $226K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
8
+ 0.47%
$239 - $271
1.7K $68.8K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
7
+ 0.56%
$209 - $237
1.25K $50.6K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
5
+ 0.08%
$149 - $169
6.59K $268K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4
+ 0.06%
$119 - $135
6.43K $261K

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