Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Defiance Nex (FIVG)

FIVG Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q1 2023. 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 12, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
33
New
$988 - $1.13K
33 $1.34K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
26
+ 0.08%
$779 - $890
31.1K $1.26M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
20
+ 0.06%
$599 - $685
33.4K $1.36M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
18
+ 0.32%
$539 - $616
5.57K $226K
May 12, 2023 Q1 2023
Crosspoint Financial, LLC

Tustin, CA
BUY
 -
16
+ 0.02%
$479 - $548
69.4K $2.82M
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
15
+ 0.22%
$449 - $513
6.78K $275K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
14
+ 0.05%
$419 - $479
25.6K $1.04M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
13
New
$389 - $445
13 $528
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
9
+ 0.07%
$270 - $308
12.3K $501K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
9
+ 0.73%
$270 - $308
1.24K $50.3K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
7
+ 0.07%
$210 - $240
10.7K $434K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
7
+ 0.42%
$210 - $240
1.69K $68.5K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2
+ 0.07%
$59.9 - $68.5
2.87K $117K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
1
+ 0.08%
$30 - $34.2
1.29K $52.5K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1
+ 0.53%
$30 - $34.2
190 $7.72K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1
+ 2.44%
$30 - $34.2
42 $1.71K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
1
+ 0.14%
$30 - $34.2
716 $29.1K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1
+ 0.65%
$30 - $34.2
155 $6.29K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.22%
$30 - $34.2
458 $18.6K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-1
- -0.0%
$30 - $34.2
307K $12.5M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1
- 3.45%
$30 - $34.2
28 $1.14K
May 01, 2023 Q1 2023
Oak Family Advisors, LLC

SELL
 -
-3
- 0.02%
$89.9 - $103
13.5K $549K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

SELL
 -
-33
- 0.13%
$988 - $1.13K
26.2K $1.06M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-87
- 1.0%
$2.61K - $2.98K
8.59K $349K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-98
- 0.3%
$2.94K - $3.35K
32.8K $1.33M
May 15, 2023 Q1 2023
Kenfarb & Co.

Ashland, KY
SELL
 -
-100
- 10.0%
$3K - $3.42K
900 $36.5K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-133
- 13.74%
$3.98K - $4.55K
835 $33.9K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-134
- 7.02%
$4.01K - $4.59K
1.78K $72.1K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-177
- 2.68%
$5.3K - $6.06K
6.42K $261K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-211
Closed
$6.32K - $7.22K
0 $0
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-260
- 8.72%
$7.79K - $8.9K
2.72K $110K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

SELL
 -
-268
- 44.89%
$8.03K - $9.17K
329 $13.4K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-296
- 1.89%
$8.87K - $10.1K
15.4K $625K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-299
- 1.98%
$8.96K - $10.2K
14.8K $600K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-310
- 1.97%
$9.28K - $10.6K
15.5K $628K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-333
- 11.27%
$9.97K - $11.4K
2.62K $106K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-345
- 1.39%
$10.3K - $11.8K
24.4K $991K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-362
- 5.31%
$10.8K - $12.4K
6.46K $262K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-387
- 96.75%
$11.6K - $13.2K
13 $528
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-392
- 3.41%
$11.7K - $13.4K
11.1K $450K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-400
- 27.78%
$12K - $13.7K
1.04K $42.2K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-501
- 3.27%
$15K - $17.1K
14.8K $602K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-540
- 3.23%
$16.2K - $18.5K
16.2K $656K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-600
- 49.75%
$18K - $20.5K
606 $24.6K
May 03, 2023 Q1 2023
Fagan Associates, Inc.

SELL
 -
-612
- 3.82%
$18.3K - $20.9K
15.4K $626K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-690
- 4.38%
$20.7K - $23.6K
15K $611K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-693
- 13.68%
$20.8K - $23.7K
4.37K $178K
May 11, 2023 Q1 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-787
- 3.54%
$23.6K - $26.9K
21.5K $871K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-790
- 17.07%
$23.7K - $27K
3.84K $156K

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