Latest Institutional Transactions on ETF Ser Solutions Defiance Nex (FIVG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.21K+ 2.25% |
N/A
|
100K
$4.08M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.94K+ 14.8% |
N/A
|
30.6K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
168+ 0.18% |
N/A
|
95.6K
$3.88M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-535- 7.76% |
N/A
|
6.36K
$258K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
688+ 3.17% |
N/A
|
22.4K
$910K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-125- 4.56% |
N/A
|
2.62K
$106K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.38K- 53.64% |
N/A
|
2.06K
$83.5K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-270- 0.53% |
N/A
|
51K
$2.07M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
174+ 2.75% |
N/A
|
6.51K
$264K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.1K- 16.46% |
N/A
|
158K
$6.42M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 77.46% |
N/A
|
355
$14.4K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.67K- 10.2% |
N/A
|
67.5K
$2.74M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.02K- 2.51% |
N/A
|
195K
$7.92M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.4% |
N/A
|
17.3K
$704K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12+ 0.11% |
N/A
|
11.4K
$463K
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-13K- 24.9% |
N/A
|
39.2K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 0.43% |
N/A
|
260K
$10.5M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.06% |
N/A
|
4.84K
$197K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 2.85% |
N/A
|
18.1K
$733K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
221+ 3.73% |
N/A
|
6.14K
$249K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 11.04% |
N/A
|
139K
$5.63M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-433- 9.78% |
N/A
|
4K
$162K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-100- 1.25% |
N/A
|
7.91K
$321K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$199K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.24% |
N/A
|
426
$17.3K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12+ 0.16% |
N/A
|
7.65K
$311K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 3.91% |
N/A
|
7.02K
$285K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-828- 14.07% |
N/A
|
5.06K
$205K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-385- 3.36% |
N/A
|
11.1K
$449K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.94K- 36.21% |
N/A
|
5.18K
$210K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 3.13% |
N/A
|
825
$33.5K
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-5.44K- 19.89% |
N/A
|
21.9K
$889K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-315- 60.69% |
N/A
|
204
$8.28K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
52New |
N/A
|
52
$2.11K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-195- 3.65% |
N/A
|
5.15K
$209K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.25K- 6.96% |
N/A
|
43.4K
$1.76M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
814+ 9.53% |
N/A
|
9.36K
$380K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.36K- 3.54% |
N/A
|
36.9K
$1.5M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-264K- 99.62% |
N/A
|
1K
$40.6K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
286+ 3.41% |
N/A
|
8.68K
$353K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.34K- 8.87% |
N/A
|
13.8K
$559K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.1% |
N/A
|
8.96K
$364K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-163- 50.0% |
N/A
|
163
$6.62K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
364+ 12.06% |
N/A
|
3.38K
$137K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.32KNew |
N/A
|
6.32K
$257K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.9% |
N/A
|
112
$4.55K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.36K- 8.89% |
N/A
|
13.9K
$566K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
517+ 4.26% |
N/A
|
12.7K
$514K
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-992- 8.75% |
N/A
|
10.3K
$420K
|