Latest Institutional Purchases of ETF Ser Solutions Defiance Nex (FIVG)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 1.02% |
$3.54K - $4.25K
|
9.94K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.44% |
$1.8K - $2.17K
|
11.7K
$476K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$1.59K - $1.91K
|
45
$1.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
35+ 134.62% |
$1.24K - $1.49K
|
61
$2.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19+ 0.36% |
$672 - $807
|
5.29K
$215K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.17% |
$177 - $212
|
2.97K
$120K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.16% |
$142 - $170
|
2.45K
$99.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.25% |
$142 - $170
|
1.59K
$64.6K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.11% |
$70.8 - $85
|
1.86K
$75.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 0.93% |
$70.8 - $85
|
216
$8.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.21% |
$70.8 - $85
|
965
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$35.4 - $42.5
|
12.2K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$35.4 - $42.5
|
969
$39.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.52% |
$35.4 - $42.5
|
194
$7.88K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.94KNew |
$307K - $361K
|
8.94K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.89K+ 41.69% |
$306K - $359K
|
30.2K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.82KNew |
$62.6K - $73.4K
|
1.82K
$73.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$42.1K - $49.4K
|
1.22K
$49.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
669New |
$23K - $27K
|
669
$27.2K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
564+ 19.39% |
$19.4K - $22.8K
|
3.47K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
111New |
$3.82K - $4.48K
|
111
$4.51K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38+ 8.92% |
$1.31K - $1.53K
|
464
$18.8K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.4KNew |
$2.14M - $2.69M
|
74.4K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
21.3KNew |
$614K - $769K
|
21.3K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.01KNew |
$202K - $253K
|
7.01K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.89KNew |
$170K - $213K
|
5.89K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78KNew |
$167K - $209K
|
5.78K
$235K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.76KNew |
$50.6K - $63.4K
|
1.76K
$71.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
344New |
$9.91K - $12.4K
|
344
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$7.21K - $9.03K
|
250
$10.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156New |
$4.5K - $5.63K
|
156
$6.34K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
120+ 150.0% |
$3.46K - $4.33K
|
200
$8.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
109New |
$3.14K - $3.94K
|
109
$4.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
87New |
$2.51K - $3.14K
|
87
$3.53K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
70New |
$2.02K - $2.53K
|
70
$2.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42New |
$1.21K - $1.52K
|
42
$1.71K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.4KNew |
$104K - $117K
|
3.4K
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.57KNew |
$78.9K - $88.7K
|
2.57K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.05K+ 7.02% |
$63K - $70.8K
|
31.3K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
416New |
$12.8K - $14.3K
|
416
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
280New |
$8.58K - $9.65K
|
280
$11.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25New |
$766 - $862
|
25
$1.02K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
37KNew |
$1.11M - $1.25M
|
37K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.32KNew |
$189K - $214K
|
6.32K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.37KNew |
$70.8K - $80.2K
|
2.37K
$96.2K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.3KNew |
$68.7K - $77.9K
|
2.3K
$93.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$58.6K - $66.5K
|
1.96K
$79.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$58.3K - $66.1K
|
1.95K
$79.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377New |
$11.3K - $12.8K
|
377
$15.3K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
227New |
$6.78K - $7.69K
|
227
$9.22K
|
|