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Get Institutions for : 
Defiance Next Gen Connectivity Etf (FIVG)  
$38.57 0.53 (1.41%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    0
Total shares held : 
3,092,746  
% of shares held : 
14.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -41  
Amount of shares held : 
-449,588  
% of shares held change : 
  -2.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$31.31  
Last Quarter's Ending Price : 
$35.85  
Last Quarter's Average Price
$32.33  
Change from last quarter's     
avg. price to the last closing  : 
6.24 (19.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 53,735
 1.74%
 
Increased Positions :
26
 114,067
 3.69%
 
Unchanged Positions :
47
 296,817
 9.6%
 
Decreased Positions :
67
-539,508
-17.44%
 
Closed Positions :
12
-77,882
-2.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1803 *New 2024-03-31 8,936 $349,000 8,936
   Simplicity WealthLLC 917 *New 2024-03-31 7,641 $299,000 7,641
   AE Wealth Management LLC 1767 *New 2023-12-31 7,014 $261,000 7,014
   Wealthfront Advisers LLC 832 *New 2024-03-31 5,633 $220,000 5,633
   FLOW TRADERS U.S. LLC 635 *New 2023-12-31 5,891 $211,000 5,891
   H D Vest Advisory Services 1512 *New 2024-03-31 5,361 $209,000 5,361
   SCOTIA CAPITAL INC. 740 *New 2023-12-31 5,621 $201,000 5,621
   Beaumont Financial Advisors LLC 347 *New 2024-03-31 5,150 $201,000 5,150
   Atria Wealth Solutions Inc. 1760 *New 2023-12-31 5,585 $200,000 5,585
   FinTrust Capital Advisors LLC 662 *New 2024-03-31 669 $26,000 669
   ANCORA ADVISORS, LLC 1257 *New 2023-12-31 250 $9,000 250
   Dunhill Financial LLC 348 *New 2023-12-31 87 $3,000 87

  12 Records found
  1    
  Page 1 of 1
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