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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,192
shares
|
$246,224
0.0% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
11,127
shares
|
$244,794
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,014
shares
|
$242,308
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,739
shares
|
$236,258
0.0% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,730
shares
|
$236,060
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
10,297
shares
|
$226,534
0.15% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,249
shares
|
$225,478
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,223
shares
|
$224,906
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$220,000
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
10,000
shares
|
$220,000
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,960
shares
|
$219,120
0.0% of portfolio
|
Q1 2024
Added 5007.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
9,896
shares
|
$217,712
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
9,687
shares
|
$213,114
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,642
shares
|
$212,124
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,469
shares
|
$208,318
0.0% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,465
shares
|
$208,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,274
shares
|
$182,028
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,500
shares
|
$143,000
0.01% of portfolio
|
Q2 2020
Closed
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,420
shares
|
$141,240
0.02% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
5,410
shares
|
$119,020
0.04% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,080
shares
|
$111,760
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
4,054
shares
|
$89,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,879
shares
|
$85,338
0.0% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,727
shares
|
$81,994
0.03% of portfolio
|
Q3 2024
Added 33.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,489
shares
|
$76,758
0.0% of portfolio
|
Q3 2024
Added 0.14%
|