Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 97.38% |
$364K - $437K
|
277
$11.2K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-6.35K- 52.37% |
$225K - $270K
|
5.78K
$235K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 27.09% |
$133K - $160K
|
10.1K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 92.19% |
$104K - $125K
|
250
$10.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.51K- 28.34% |
$88.7K - $106K
|
6.33K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.03K- 8.69% |
$36.5K - $43.8K
|
10.8K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-860- 37.72% |
$30.4K - $36.5K
|
1.42K
$57.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-666- 5.95% |
$23.6K - $28.3K
|
10.5K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-640- 58.72% |
$22.6K - $27.2K
|
450
$18.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-546- 2.57% |
$19.3K - $23.2K
|
20.7K
$841K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-417- 24.93% |
$14.8K - $17.7K
|
1.26K
$51K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-376- 3.51% |
$13.3K - $16K
|
10.3K
$420K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-354- 4.63% |
$12.5K - $15K
|
7.29K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 73.86% |
$4K - $4.8K
|
40
$1.62K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 6.85% |
$4K - $4.8K
|
1.54K
$62.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 0.59% |
$1.77K - $2.12K
|
8.4K
$341K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18- 85.71% |
$637 - $765
|
3
$122
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 2.54% |
$531 - $637
|
575
$23.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.25% |
$354 - $425
|
4.07K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 3.45% |
$35.4 - $42.5
|
28
$1.14K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 99.99% |
$466K - $546K
|
2
$81.2
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.31K- 7.13% |
$252K - $295K
|
95.2K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175- 3.13% |
$6.02K - $7.06K
|
5.41K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-170- 6.41% |
$5.85K - $6.86K
|
2.48K
$101K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 61.73% |
$5.16K - $6.06K
|
93
$3.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 33.0% |
$3.44K - $4.04K
|
203
$8.24K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-61- 10.97% |
$2.1K - $2.46K
|
495
$20.1K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-993- 76.74% |
$28.6K - $35.9K
|
301
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-879- 3.79% |
$25.3K - $31.7K
|
22.3K
$906K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-642- 44.52% |
$18.5K - $23.2K
|
800
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-600- 2.2% |
$17.3K - $21.7K
|
26.7K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-589- 99.83% |
$17K - $21.3K
|
1
$40.6
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-225- 1.27% |
$6.48K - $8.12K
|
17.5K
$711K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 14.56% |
$41.9K - $47.1K
|
8.02K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-350- 2.24% |
$10.7K - $12.1K
|
15.3K
$620K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225Closed |
$6.9K - $7.75K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.84K- 17.68% |
$264K - $299K
|
41.2K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.68K- 29.51% |
$140K - $158K
|
11.2K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.76K- 50.0% |
$82.4K - $93.5K
|
2.76K
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-614- 8.02% |
$18.3K - $20.8K
|
7.04K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-325- 3.0% |
$9.71K - $11K
|
10.5K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 2.79% |
$5.79K - $6.57K
|
6.75K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 42.35% |
$3.55K - $4.03K
|
162
$6.58K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.17K- 1.87% |
$94.8K - $108K
|
166K
$6.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.03K- 5.66% |
$90.7K - $104K
|
50.5K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.2K- 19.12% |
$65.9K - $75.3K
|
9.3K
$378K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.13K- 0.74% |
$33.9K - $38.8K
|
152K
$6.18M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 8.38% |
$28K - $32K
|
10.2K
$415K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-612- 3.82% |
$18.3K - $20.9K
|
15.4K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-260- 8.72% |
$7.79K - $8.9K
|
2.72K
$110K
|
|