Purchases and Sales Made in Q4 2021 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.41K+ 17.44% |
$50.6K - $59.8K
|
9.5K
$386K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.4KNew |
$50.3K - $59.4K
|
1.4K
$56.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
1.37K+ 23.1% |
$49.4K - $58.3K
|
7.32K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.33K+ 10.16% |
$47.7K - $56.3K
|
14.4K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.21K+ 9.67% |
$43.5K - $51.4K
|
13.7K
$558K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 0.38% |
$41K - $48.4K
|
301K
$12.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.11K+ 3.46% |
$39.8K - $46.9K
|
33.1K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 32.07% |
$39.7K - $46.9K
|
4.55K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 4.56% |
$38.3K - $45.2K
|
24.4K
$992K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 9.26% |
$38K - $44.9K
|
12.5K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$35.9K - $42.4K
|
1K
$40.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
959+ 37.68% |
$34.4K - $40.7K
|
3.5K
$142K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
943New |
$33.9K - $40K
|
943
$38.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
872+ 1.08% |
$31.3K - $37K
|
81.7K
$3.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
781+ 2.01% |
$28.1K - $33.1K
|
39.7K
$1.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
768+ 3.82% |
$27.6K - $32.6K
|
20.8K
$847K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
762+ 2.1% |
$27.4K - $32.3K
|
37.1K
$1.51M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
750New |
$26.9K - $31.8K
|
750
$30.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
696+ 2.46% |
$25K - $29.5K
|
29K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
600+ 5.52% |
$21.6K - $25.4K
|
11.5K
$466K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
521+ 0.68% |
$18.7K - $22.1K
|
77K
$3.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
516+ 1.98% |
$18.5K - $21.9K
|
26.6K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
491+ 9.78% |
$17.6K - $20.8K
|
5.51K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
409+ 136.33% |
$14.7K - $17.3K
|
709
$28.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
405New |
$14.5K - $17.2K
|
405
$16.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
396+ 3.63% |
$14.2K - $16.8K
|
11.3K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
365+ 2.2% |
$13.1K - $15.5K
|
17K
$689K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
325New |
$11.7K - $13.8K
|
325
$13.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
325New |
$11.7K - $13.8K
|
325
$13.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
300New |
$10.8K - $12.7K
|
300
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
299+ 1.93% |
$10.7K - $12.7K
|
15.8K
$641K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
275New |
$9.88K - $11.7K
|
275
$11.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
272+ 4.5% |
$9.77K - $11.5K
|
6.31K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
257+ 1.09% |
$9.23K - $10.9K
|
23.8K
$967K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
242+ 198.36% |
$8.69K - $10.3K
|
364
$14.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
225+ 15.75% |
$8.08K - $9.54K
|
1.65K
$67.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
204+ 32.69% |
$7.33K - $8.65K
|
828
$33.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
180New |
$6.47K - $7.63K
|
180
$7.31K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
175New |
$6.29K - $7.42K
|
175
$7.11K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
157New |
$5.64K - $6.66K
|
157
$6.38K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151+ 1.85% |
$5.42K - $6.4K
|
8.3K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
151+ 6.33% |
$5.42K - $6.4K
|
2.54K
$103K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
137+ 2.31% |
$4.92K - $5.81K
|
6.07K
$247K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83+ 1.33% |
$2.98K - $3.52K
|
6.34K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 0.02% |
$2.8K - $3.31K
|
394K
$16M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
69+ 2.58% |
$2.48K - $2.93K
|
2.75K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
65+ 0.73% |
$2.33K - $2.76K
|
8.91K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61+ 1.84% |
$2.19K - $2.59K
|
3.37K
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
48+ 0.14% |
$1.72K - $2.04K
|
34.9K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
45New |
$1.62K - $1.91K
|
45
$1.83K
|