Institutional Ownership Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 9.56 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
83,821
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Added 33.57%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
83,671
shares
|
$1.84 Million
0.86% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
81,502
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
72,115
shares
|
$1.59 Million
0.81% of portfolio
|
Q1 2023
Added 57.18%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
67,777
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
61,239
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,580
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,115
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
57,354
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
55,748
shares
|
$1.23 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
53,763
shares
|
$1.18 Million
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
50,891
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
50,405
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
48,562
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
45,085
shares
|
$991,870
0.9% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
43,534
shares
|
$957,748
0.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
42,491
shares
|
$934,802
0.01% of portfolio
|
Q2 2024
Added 9.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
41,470
shares
|
$912,340
0.03% of portfolio
|
Q3 2024
Added 39.21%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
40,626
shares
|
$893,772
0.0% of portfolio
|
Q3 2024
Reduced 22.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,163
shares
|
$883,586
0.04% of portfolio
|
Q3 2024
Added 126.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
38,040
shares
|
$836,880
0.03% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
37,010
shares
|
$814,220
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
34,620
shares
|
$761,640
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33,969
shares
|
$747,318
0.02% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,044
shares
|
$704,968
0.0% of portfolio
|
Q3 2024
Added 41.97%
|