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 168 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
122,778
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Added 26.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
120,465
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Added 71.86%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
115,470
shares
|
$2.36 Million
0.19% of portfolio
|
Q1 2025
Added 10834.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
115,442
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
104,320
shares
|
$2.13 Million
0.21% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
103,058
shares
|
$2.11 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
94,953
shares
|
$1.94 Million
0.26% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
92,099
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 219.53%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
92,079
shares
|
$1.88 Million
0.5% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
89,068
shares
|
$1.82 Million
0.81% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
85,648
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,448
shares
|
$1.56 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
72,555
shares
|
$1.48 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
72,115
shares
|
$1.47 Million
0.81% of portfolio
|
Q1 2023
Added 57.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,537
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 49.43%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
67,740
shares
|
$1.39 Million
1.72% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
62,944
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
62,152
shares
|
$1.27 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
61,028
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 35.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
60,367
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Added 158.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,580
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
59,466
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
55,443
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
53,763
shares
|
$1.1 Million
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
53,676
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.16%
|