Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.09M+ 70.58% |
$24.4M - $25.1M
|
2.63M
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$15.7M - $16.1M
|
698K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 57.76% |
$8.74M - $9M
|
1.06M
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
170K+ 66.9% |
$3.81M - $3.92M
|
424K
$9.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.4K+ 287.21% |
$1.15M - $1.19M
|
69.2K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40.7K+ 28.92% |
$912K - $939K
|
181K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
37.8K+ 202.71% |
$847K - $872K
|
56.4K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.1K+ 42.52% |
$764K - $787K
|
114K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
32.2K+ 5.03% |
$723K - $745K
|
673K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 23.84% |
$678K - $698K
|
157K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.7K+ 35.55% |
$621K - $639K
|
106K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
24.2KNew |
$543K - $559K
|
24.2K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3KNew |
$523K - $538K
|
23.3K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.2KNew |
$476K - $490K
|
21.2K
$490K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$400K - $412K
|
17.9K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.4K+ 81.24% |
$391K - $402K
|
38.9K
$897K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 15.88% |
$371K - $382K
|
121K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16KNew |
$360K - $370K
|
16K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2KNew |
$297K - $305K
|
13.2K
$305K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
11.9KNew |
$267K - $275K
|
11.9K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 27.48% |
$248K - $255K
|
51.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.29K+ 70.14% |
$208K - $215K
|
22.5K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.25KNew |
$207K - $213K
|
9.25K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.15K+ 13.69% |
$183K - $188K
|
67.7K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.83K+ 20.54% |
$153K - $158K
|
40.1K
$925K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.66K+ 9.99% |
$149K - $154K
|
73.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.19K+ 119.82% |
$116K - $120K
|
9.51K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.04KNew |
$113K - $116K
|
5.04K
$116K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 11.43% |
$101K - $104K
|
44.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.1K+ 3.15% |
$91.9K - $94.6K
|
134K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.79K+ 8.14% |
$85K - $87.5K
|
50.3K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 1.5% |
$33.2K - $34.2K
|
100K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$11.2K - $11.5K
|
500
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
441New |
$9.89K - $10.2K
|
441
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
415New |
$9.31K - $9.58K
|
415
$9.58K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
320+ 2.39% |
$7.18K - $7.39K
|
13.7K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
288New |
$6.46K - $6.65K
|
288
$6.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
249+ 1.23% |
$5.59K - $5.75K
|
20.5K
$474K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
211New |
$4.73K - $4.87K
|
211
$4.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$3.36K - $3.46K
|
150
$3.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
52New |
$1.17K - $1.2K
|
52
$1.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$22.4 - $23.1
|
360
$8.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.85K- 13.36% |
$64K - $65.9K
|
18.5K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.99K- 22.55% |
$67K - $69K
|
10.3K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.04K- 12.91% |
$135K - $139K
|
40.7K
$939K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-51.8K- 57.05% |
$1.16M - $1.2M
|
39K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.9K- 12.3% |
$1.45M - $1.5M
|
463K
$10.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 25.45% |
$3.11M - $3.2M
|
406K
$9.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-156K- 50.27% |
$3.5M - $3.6M
|
154K
$3.56M
|