Institutional Ownership Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
23,688
shares
|
$543,639
0.01% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
20,269
shares
|
$465,173
0.0% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 13, 2024 Q2 2024 |
18,212
shares
|
$417,965
0.3% of portfolio
|
Q2 2024
New holding
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
13,641
shares
|
$313,060
0.13% of portfolio
|
Q2 2024
Added 8.22%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
13,481
shares
|
$309,388
0.16% of portfolio
|
Q2 2024
Added 7.63%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
12,028
shares
|
$276,042
0.01% of portfolio
|
Q2 2024
New holding
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$270,832
0.01% of portfolio
|
Q3 2022
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,747
shares
|
$246,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,463
shares
|
$240,125
0.0% of portfolio
|
Q2 2024
Added 13.58%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
8,093
shares
|
$185,734
0.14% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,283
shares
|
$98,294
0.01% of portfolio
|
Q2 2024
Added 4408.42%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
2,790
shares
|
$64,030
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
2,040
shares
|
$46,818
0.01% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
1,350
shares
|
$30,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
924
shares
|
$21,205
0.0% of portfolio
|
Q2 2024
Added 814.85%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
750
shares
|
$17,212
0.01% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
589
shares
|
$13,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
450
shares
|
$10,327
0.01% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
358
shares
|
$8,216
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
271
shares
|
$6,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
79
shares
|
$1,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
68
shares
|
$1,560
0.0% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
62
shares
|
$1,422
0.0% of portfolio
|
Q3 2020
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
38
shares
|
$872
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
17
shares
|
$390
0.0% of portfolio
|
Q4 2023
New holding
|