Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
303KNew |
$6.67M - $6.91M
|
303K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
82.4K+ 15.26% |
$1.81M - $1.88M
|
622K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
33.9KNew |
$748K - $775K
|
33.9K
$771K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.9K+ 118.04% |
$263K - $273K
|
22.1K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.8KNew |
$216K - $224K
|
9.8K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 2.45% |
$29.2K - $30.2K
|
55.3K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.13K+ 6.99% |
$24.9K - $25.8K
|
17.3K
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
235+ 1.74% |
$5.18K - $5.37K
|
13.7K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-583- 1.85% |
$12.8K - $13.3K
|
31K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.26K- 1.79% |
$49.8K - $51.6K
|
124K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-91.2K- 69.69% |
$2.01M - $2.08M
|
39.7K
$902K
|