Purchases and Sales Made in Q1 2022 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
194K+ 546.51% |
$6.76M - $8.17M
|
229K
$9.32M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
120KNew |
$4.2M - $5.07M
|
120K
$4.89M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.7K+ 391.02% |
$1.74M - $2.09M
|
62.5K
$2.54M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.9KNew |
$1.43M - $1.72M
|
40.9K
$1.66M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26.9K+ 274.55% |
$939K - $1.13M
|
36.7K
$1.49M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
18.1K+ 94.8% |
$630K - $760K
|
37.1K
$1.51M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.7K+ 76.66% |
$583K - $704K
|
38.5K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6KNew |
$509K - $615K
|
14.6K
$593K
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
13.7KNew |
$477K - $576K
|
13.7K
$555K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.7K+ 9.54% |
$476K - $575K
|
157K
$6.37M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1K+ 566.12% |
$389K - $469K
|
13.1K
$533K
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
10.9K+ 5.38% |
$380K - $458K
|
213K
$8.67M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 13.88% |
$373K - $450K
|
87.7K
$3.56M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49K+ 26.15% |
$331K - $400K
|
45.8K
$1.86M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.76K+ 38.34% |
$306K - $369K
|
31.6K
$1.28M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.1KNew |
$248K - $299K
|
7.1K
$288K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.83KNew |
$238K - $288K
|
6.83K
$277K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.83K+ 12.2% |
$168K - $203K
|
44.4K
$1.8M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.79K+ 45.68% |
$167K - $202K
|
15.3K
$620K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.77K+ 58.02% |
$167K - $201K
|
13K
$528K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.33K+ 40.45% |
$151K - $182K
|
15K
$610K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
3.46K+ 4.24% |
$121K - $146K
|
85.1K
$3.46M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.98K+ 55.61% |
$104K - $126K
|
8.34K
$339K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 14.55% |
$98.3K - $119K
|
22.2K
$901K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.73K+ 10.24% |
$95K - $115K
|
29.3K
$1.19M
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.57KNew |
$89.8K - $108K
|
2.57K
$105K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.53K+ 30.46% |
$88.1K - $106K
|
10.8K
$440K
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.5K+ 4.36% |
$87.2K - $105K
|
59.8K
$2.43M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47K+ 6.64% |
$86K - $104K
|
39.6K
$1.61M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.4K+ 46.08% |
$83.9K - $101K
|
7.62K
$309K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.4K+ 9.76% |
$83.7K - $101K
|
27K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.37KNew |
$82.5K - $99.6K
|
2.37K
$96K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.26K+ 8.31% |
$79K - $95.3K
|
29.5K
$1.2M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.1K+ 10.98% |
$73.1K - $88.2K
|
21.2K
$860K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 5.92% |
$63.9K - $77.2K
|
32.8K
$1.33M
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.75K+ 1.91% |
$61K - $73.6K
|
93.4K
$3.79M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.66K+ 17.49% |
$57.9K - $69.9K
|
11.2K
$453K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63KNew |
$57K - $68.8K
|
1.63K
$66.4K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.56K+ 29.54% |
$54.4K - $65.7K
|
6.85K
$278K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.44K+ 13.43% |
$50.3K - $60.7K
|
12.2K
$495K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.13KNew |
$39.4K - $47.6K
|
1.13K
$45.9K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
956New |
$33.3K - $40.3K
|
956
$38.8K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
932+ 8.25% |
$32.5K - $39.2K
|
12.2K
$497K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
926+ 10.43% |
$32.3K - $39K
|
9.8K
$398K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
916+ 4.3% |
$32K - $38.6K
|
22.2K
$903K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
903+ 222.96% |
$31.5K - $38K
|
1.31K
$53.1K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
843+ 1.19% |
$29.4K - $35.5K
|
71.7K
$2.91M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
753+ 16.55% |
$26.3K - $31.7K
|
5.3K
$215K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
582+ 70.29% |
$20.3K - $24.5K
|
1.41K
$57.3K
|