Purchases and Sales Made in Q2 2024 in Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT) during Q2 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I VIRTUS NEWFLEET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
428KNew |
$9.41M - $9.65M
|
428K
$9.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
240K+ 1980.51% |
$5.27M - $5.4M
|
252K
$5.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
150K+ 41.69% |
$3.31M - $3.39M
|
511K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
83.1KNew |
$1.83M - $1.87M
|
83.1K
$1.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 57.11% |
$783K - $803K
|
97.9K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35K+ 14.05% |
$770K - $790K
|
284K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.3KNew |
$732K - $750K
|
33.3K
$758K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
33KNew |
$727K - $745K
|
33K
$752K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.4K+ 65.65% |
$537K - $550K
|
61.6K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24.4K+ 65.65% |
$537K - $550K
|
61.6K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 10.15% |
$458K - $470K
|
226K
$5.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 4.78% |
$401K - $412K
|
400K
$9.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
18.2KNew |
$400K - $411K
|
18.2K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.6K+ 15.63% |
$321K - $329K
|
108K
$2.46M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8K+ 64.0% |
$281K - $288K
|
32.8K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 63.03% |
$277K - $284K
|
32.6K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 52.33% |
$277K - $284K
|
36.7K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12KNew |
$264K - $271K
|
12K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 13.91% |
$259K - $265K
|
96.3K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7KNew |
$236K - $242K
|
10.7K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.09KNew |
$178K - $182K
|
8.09K
$184K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.56K+ 13.16% |
$166K - $170K
|
65K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.39K+ 4.29% |
$119K - $122K
|
131K
$2.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.95K+ 18.97% |
$109K - $112K
|
31K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 4408.42% |
$92.1K - $94.4K
|
4.28K
$97.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
3.17K+ 2.28% |
$69.7K - $71.5K
|
142K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.47K+ 7.49% |
$54.4K - $55.8K
|
35.5K
$809K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35KNew |
$29.7K - $30.4K
|
1.35K
$30.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 13.58% |
$27.5K - $28.2K
|
10.5K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.04K+ 8.22% |
$22.8K - $23.4K
|
13.6K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
956+ 7.63% |
$21K - $21.6K
|
13.5K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
823+ 814.85% |
$18.1K - $18.6K
|
924
$21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
750New |
$16.5K - $16.9K
|
750
$17.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589New |
$13K - $13.3K
|
589
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
450New |
$9.9K - $10.1K
|
450
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$5.96K - $6.11K
|
271
$6.17K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
79New |
$1.74K - $1.78K
|
79
$1.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.29% |
$176 - $180
|
2.79K
$63.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.7% |
$22 - $22.6
|
38
$865
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-977- 4.6% |
$21.5K - $22K
|
20.3K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 8.7% |
$49.6K - $50.9K
|
23.7K
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-9.63K- 1.32% |
$212K - $217K
|
722K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.1K- 37.33% |
$485K - $497K
|
37K
$843K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-85.4K- 37.42% |
$1.88M - $1.93M
|
143K
$3.25M
|