Purchases and Sales Made in Q2 2021 in ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 24.22% |
$81.4K - $90K
|
12.1K
$493K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.36K+ 17.79% |
$81.4K - $90K
|
15.6K
$636K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 5.02% |
$81K - $89.6K
|
49.2K
$2M
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.34K+ 8.59% |
$80.5K - $89K
|
29.6K
$1.2M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3K+ 11.71% |
$79.1K - $87.4K
|
21.9K
$890K
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.3K+ 13.21% |
$79K - $87.3K
|
19.7K
$799K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.16K+ 53.38% |
$74.4K - $82.3K
|
6.21K
$252K
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
2.07K+ 8.51% |
$71.4K - $78.9K
|
26.4K
$1.07M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 23.76% |
$70.3K - $77.7K
|
10.6K
$432K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 2.74% |
$68.9K - $76.2K
|
75.1K
$3.05M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.9K+ 16.07% |
$65.4K - $72.3K
|
13.7K
$557K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.77K+ 6.19% |
$61K - $67.4K
|
30.4K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.76K+ 4.93% |
$60.5K - $66.9K
|
37.4K
$1.52M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.76K+ 27.72% |
$60.5K - $66.9K
|
8.1K
$329K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55KNew |
$53.4K - $59K
|
1.55K
$63K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11K+ 10.66% |
$38.2K - $42.2K
|
11.5K
$468K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 11.55% |
$36.5K - $40.4K
|
10.2K
$416K
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1KNew |
$34.4K - $38.1K
|
1K
$40.6K
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
991+ 4.43% |
$34.1K - $37.7K
|
23.4K
$950K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
851+ 2.43% |
$29.3K - $32.4K
|
35.9K
$1.46M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
814+ 1.5% |
$28K - $31K
|
55K
$2.24M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
768+ 10.95% |
$26.4K - $29.2K
|
7.78K
$316K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
616+ 1.87% |
$21.2K - $23.4K
|
33.6K
$1.36M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
541+ 27.28% |
$18.6K - $20.6K
|
2.52K
$102K
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
470+ 2.21% |
$16.2K - $17.9K
|
21.7K
$883K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
421+ 2.02% |
$14.5K - $16K
|
21.2K
$863K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
385+ 71.96% |
$13.3K - $14.6K
|
920
$37.4K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
300+ 38.71% |
$10.3K - $11.4K
|
1.08K
$43.7K
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
276+ 1.78% |
$9.5K - $10.5K
|
15.8K
$640K
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
275+ 2.54% |
$9.47K - $10.5K
|
11.1K
$451K
|
|
Aug 11, 2021
Q2 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
266+ 4.1% |
$9.16K - $10.1K
|
6.76K
$275K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
199+ 30.34% |
$6.85K - $7.57K
|
855
$34.7K
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
125New |
$4.3K - $4.76K
|
125
$5.08K
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
BUY
|
- |
89+ 4.3% |
$3.06K - $3.39K
|
2.16K
$87.6K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
77+ 0.2% |
$2.65K - $2.93K
|
39.3K
$1.6M
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 0.19% |
$2.34K - $2.59K
|
35.5K
$1.44M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
48+ 184.62% |
$1.65K - $1.83K
|
74
$3.01K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
47New |
$1.62K - $1.79K
|
47
$1.91K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$1.38K - $1.52K
|
40
$1.62K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
40New |
$1.38K - $1.52K
|
40
$1.62K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38+ 0.18% |
$1.31K - $1.45K
|
21.4K
$868K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
37+ 0.24% |
$1.27K - $1.41K
|
15.7K
$636K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 0.84% |
$1.03K - $1.14K
|
3.61K
$147K
|
|
Aug 06, 2021
Q2 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 0.35% |
$861 - $951
|
7.13K
$290K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22+ 0.29% |
$757 - $837
|
7.61K
$309K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
22+ 0.12% |
$757 - $837
|
18.2K
$738K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15New |
$516 - $571
|
15
$609
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.1% |
$413 - $457
|
11.6K
$471K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.27% |
$379 - $419
|
4.02K
$163K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$241 - $266
|
5.02K
$204K
|