Purchases and Sales Made in Q4 2025 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 3760.94% |
N/A
|
4.94K
$201K
|
|
|
Jan 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.68K+ 12.91% |
N/A
|
23.5K
$953K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2K+ 563.38% |
N/A
|
2.36K
$95.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 35.96% |
N/A
|
6.02K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
396+ 5.43% |
N/A
|
7.69K
$312K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
125New |
N/A
|
125
$5.08K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
118+ 181.54% |
N/A
|
183
$7.43K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56New |
N/A
|
56
$2.27K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
N/A
|
17
$690
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.16% |
N/A
|
4.35K
$177K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.04% |
N/A
|
5.17K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.05% |
N/A
|
3.89K
$158K
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-27- 0.47% |
N/A
|
5.77K
$234K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 9.41% |
N/A
|
385
$15.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60- 1.17% |
N/A
|
5.08K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84- 1.68% |
N/A
|
4.93K
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-248- 7.32% |
N/A
|
3.14K
$127K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-298- 7.97% |
N/A
|
3.44K
$140K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-385- 4.06% |
N/A
|
9.11K
$370K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.57K- 23.8% |
N/A
|
5.02K
$204K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.35K- 3.23% |
N/A
|
100K
$4.07M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 22.94% |
N/A
|
12.1K
$491K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-49K- 92.45% |
N/A
|
4K
$162K
|
|