Purchases and Sales Made in Q3 2021 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 4.86% |
$61.2K - $65.4K
|
36.4K
$1.48M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.54K+ 14.03% |
$56K - $59.9K
|
12.5K
$509K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 1.94% |
$52.8K - $56.5K
|
76.5K
$3.11M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.45K+ 3.26% |
$52.6K - $56.3K
|
46K
$1.87M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 6.6% |
$52.5K - $56.2K
|
23.4K
$948K
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.28K+ 4.33% |
$46.5K - $49.7K
|
30.9K
$1.25M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$36.3K - $38.8K
|
1K
$40.6K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
961+ 6.14% |
$34.9K - $37.3K
|
16.6K
$675K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
925+ 7.63% |
$33.6K - $35.9K
|
13.1K
$530K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
875+ 4.09% |
$31.8K - $34K
|
22.2K
$903K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
726+ 9.29% |
$26.4K - $28.2K
|
8.54K
$347K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
661+ 1.77% |
$24K - $25.7K
|
38.1K
$1.55M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
651+ 6.35% |
$23.6K - $25.3K
|
10.9K
$443K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
616+ 0.46% |
$22.4K - $23.9K
|
135K
$5.5M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
582+ 3.71% |
$21.1K - $22.6K
|
16.3K
$661K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
561+ 1.85% |
$20.4K - $21.8K
|
31K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
521+ 21.55% |
$18.9K - $20.2K
|
2.94K
$119K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
510+ 8.97% |
$18.5K - $19.8K
|
6.2K
$252K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
510+ 8.97% |
$18.5K - $19.8K
|
6.2K
$252K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
505+ 2.83% |
$18.3K - $19.6K
|
18.4K
$745K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
502+ 2.31% |
$18.2K - $19.5K
|
22.2K
$903K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500+ 25.0% |
$18.2K - $19.4K
|
2.5K
$102K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
495+ 6.47% |
$18K - $19.2K
|
8.15K
$331K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
480+ 1.44% |
$17.4K - $18.6K
|
33.9K
$1.38M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
450+ 41.86% |
$16.3K - $17.5K
|
1.53K
$61.9K
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
414+ 2.11% |
$15K - $16.1K
|
20.1K
$815K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
401New |
$14.6K - $15.6K
|
401
$16.3K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
317New |
$11.5K - $12.3K
|
317
$12.9K
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
315+ 0.18% |
$11.4K - $12.2K
|
171K
$6.94M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252+ 0.71% |
$9.15K - $9.79K
|
35.8K
$1.45M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
250+ 66.84% |
$9.08K - $9.71K
|
624
$25.3K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
246+ 0.77% |
$8.93K - $9.55K
|
32K
$1.3M
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 4.24% |
$8.17K - $8.74K
|
5.54K
$225K
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
219New |
$7.95K - $8.51K
|
219
$8.89K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
219+ 2.06% |
$7.95K - $8.51K
|
10.9K
$441K
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
191+ 0.29% |
$6.94K - $7.42K
|
66.7K
$2.71M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
186+ 3.18% |
$6.76K - $7.22K
|
6.04K
$245K
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
120+ 0.37% |
$4.36K - $4.66K
|
32.9K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.47% |
$3.63K - $3.88K
|
21.3K
$867K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90+ 0.38% |
$3.27K - $3.5K
|
23.6K
$957K
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
75+ 1.05% |
$2.72K - $2.91K
|
7.21K
$293K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 1.55% |
$2.03K - $2.18K
|
3.67K
$149K
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$1.82K - $1.94K
|
50
$2.03K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17+ 0.22% |
$617 - $660
|
7.63K
$310K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
17+ 11.18% |
$617 - $660
|
169
$6.86K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.07% |
$545 - $583
|
22.9K
$932K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 0.62% |
$472 - $505
|
2.12K
$86.2K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.2% |
$291 - $311
|
4.03K
$163K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$218 - $233
|
5.02K
$204K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.58% |
$182 - $194
|
860
$34.9K
|