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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 10.0% |
$3K - $3.42K
|
900
$36.5K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-2K- 12.2% |
$55.2K - $64.9K
|
14.4K
$584K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-164- 16.86% |
$4.52K - $5.32K
|
809
$32.9K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-15.9K- 41.95% |
$453K - $573K
|
22K
$894K
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-14.6K- 12.15% |
$416K - $526K
|
105K
$4.28M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.11K- 10.11% |
$60.2K - $76.1K
|
18.8K
$763K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.4K- 14.58% |
$39.9K - $50.4K
|
8.19K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-765- 86.93% |
$21.8K - $27.6K
|
115
$4.67K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-250Closed |
$7.13K - $9.01K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 27.62% |
$5.7K - $7.21K
|
524
$21.3K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 50.0% |
$2.85K - $3.6K
|
100
$4.06K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-33.7K- 28.01% |
$1.04M - $1.28M
|
86.7K
$3.52M
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-20.9KClosed |
$644K - $796K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-20.5KClosed |
$631K - $781K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-13.7KClosed |
$420K - $520K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-13.4K- 30.86% |
$412K - $509K
|
30K
$1.22M
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-9.2KClosed |
$283K - $350K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.34KClosed |
$257K - $317K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.12KClosed |
$250K - $309K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.32KClosed |
$194K - $240K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.26KClosed |
$192K - $238K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.96K- 40.48% |
$183K - $227K
|
8.77K
$356K
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-5.86KClosed |
$180K - $223K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.81KClosed |
$179K - $221K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 33.29% |
$137K - $169K
|
8.91K
$362K
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.8K- 16.81% |
$117K - $145K
|
18.8K
$764K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.45KClosed |
$75.5K - $93.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.37KClosed |
$72.7K - $89.9K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 15.82% |
$59.3K - $73.3K
|
10.3K
$416K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.31KClosed |
$40.2K - $49.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-500Closed |
$15.4K - $19K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$6.15K - $7.61K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-181Closed |
$5.57K - $6.88K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-147- 83.05% |
$4.52K - $5.59K
|
30
$1.22K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-144- 7.86% |
$4.43K - $5.48K
|
1.69K
$68.6K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-14- 0.67% |
$431 - $532
|
2.08K
$84.6K
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-95.2KClosed |
$3.32M - $4.01M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-29KClosed |
$1.01M - $1.22M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-21.8KClosed |
$762K - $920K
|
0
$0
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.3KClosed |
$462K - $558K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.85KClosed |
$239K - $288K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.34KClosed |
$221K - $267K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.07KClosed |
$212K - $256K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.38KClosed |
$188K - $226K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5.24KClosed |
$183K - $220K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.21KClosed |
$182K - $219K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.11KClosed |
$178K - $215K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.99KClosed |
$174K - $210K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.87KClosed |
$170K - $205K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.8KClosed |
$133K - $160K
|
0
$0
|