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 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
542+ 8.82% |
$18.9K - $22.8K
|
6.69K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
479+ 4.17% |
$16.7K - $20.2K
|
12K
$486K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
346+ 4.05% |
$12.1K - $14.6K
|
8.88K
$361K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 5.35% |
$11.5K - $13.9K
|
6.52K
$265K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 5.35% |
$11.5K - $13.9K
|
6.52K
$265K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
315+ 5.71% |
$11K - $13.3K
|
5.83K
$237K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
287+ 3.42% |
$10K - $12.1K
|
8.68K
$352K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283+ 0.57% |
$9.87K - $11.9K
|
49.7K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
273+ 1.15% |
$9.52K - $11.5K
|
24.1K
$978K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
257+ 1.27% |
$8.96K - $10.8K
|
20.5K
$834K
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
241+ 2.19% |
$8.41K - $10.1K
|
11.2K
$457K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
193+ 0.91% |
$6.73K - $8.13K
|
21.5K
$874K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
135+ 0.41% |
$4.71K - $5.68K
|
33.3K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
120+ 4.73% |
$4.19K - $5.05K
|
2.66K
$108K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
103+ 10.3% |
$3.59K - $4.34K
|
1.1K
$44.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103+ 0.22% |
$3.59K - $4.34K
|
47.4K
$1.92M
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
101+ 0.15% |
$3.52K - $4.25K
|
65.5K
$2.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$3.49K - $4.21K
|
100
$4.06K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
93+ 0.45% |
$3.24K - $3.92K
|
20.9K
$850K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
90+ 1.85% |
$3.14K - $3.79K
|
4.95K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
80New |
$2.79K - $3.37K
|
80
$3.25K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
68+ 0.79% |
$2.37K - $2.86K
|
8.73K
$354K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
43+ 4.56% |
$1.5K - $1.81K
|
986
$40K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$1.4K - $1.68K
|
40
$1.62K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
26+ 1.26% |
$907 - $1.09K
|
2.1K
$85.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.65% |
$837 - $1.01K
|
3.72K
$151K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.44% |
$419 - $505
|
2.76K
$112K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.3% |
$349 - $421
|
3.38K
$137K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$349 - $421
|
6.32K
$257K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.78% |
$244 - $295
|
901
$36.6K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.1% |
$244 - $295
|
7.06K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.36% |
$209 - $253
|
1.66K
$67.4K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.27% |
$209 - $253
|
2.24K
$91K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 10.0% |
$174 - $211
|
55
$2.23K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$140 - $168
|
2.53K
$103K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.41% |
$105 - $126
|
737
$29.9K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$69.8 - $84.2
|
3.51K
$142K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$69.8 - $84.2
|
2.45K
$99.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.14% |
$34.9 - $42.1
|
710
$28.8K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1+ 0.01% |
$34.9 - $42.1
|
15.7K
$636K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4- 0.04% |
$140 - $168
|
10.9K
$445K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-17Closed |
$593 - $716
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.89% |
$767 - $926
|
2.44K
$99.3K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30Closed |
$1.05K - $1.26K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45Closed |
$1.57K - $1.89K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 2.02% |
$1.74K - $2.11K
|
2.42K
$98.3K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-73- 0.89% |
$2.55K - $3.07K
|
8.12K
$330K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 0.02% |
$2.72K - $3.28K
|
394K
$16M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81- 0.45% |
$2.83K - $3.41K
|
17.7K
$720K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-83- 0.5% |
$2.9K - $3.5K
|
16.4K
$667K
|