Purchases and Sales Made in Q1 2022 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2022. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
419K+ 188.81% |
$9.59M - $10.5M
|
641K
$14.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
203K+ 108.71% |
$4.65M - $5.11M
|
390K
$8.76M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.8K+ 19.98% |
$1.66M - $1.83M
|
437K
$9.82M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.4KNew |
$833K - $915K
|
36.4K
$818K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.6K+ 72.09% |
$814K - $895K
|
85K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6KNew |
$631K - $693K
|
27.6K
$619K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 63.85% |
$491K - $539K
|
55.1K
$1.24M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 3.91% |
$479K - $526K
|
556K
$12.5M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.6K+ 108.99% |
$471K - $517K
|
39.5K
$887K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 24.35% |
$375K - $412K
|
83.8K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.1K+ 33.0% |
$346K - $381K
|
61.1K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.4K+ 29.67% |
$330K - $362K
|
63.1K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$237K - $260K
|
10.3K
$232K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9.95KNew |
$228K - $250K
|
9.95K
$224K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.03K+ 73.34% |
$207K - $227K
|
21.4K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.87KNew |
$203K - $223K
|
8.87K
$199K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
8.75K+ 8.97% |
$200K - $220K
|
106K
$2.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
7.5KNew |
$172K - $188K
|
7.5K
$168K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.62KNew |
$151K - $166K
|
6.62K
$149K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.85K+ 59.98% |
$134K - $147K
|
15.6K
$350K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69K+ 24.98% |
$130K - $143K
|
28.5K
$640K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.16K+ 47.62% |
$118K - $130K
|
16K
$359K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.94K+ 54.43% |
$113K - $124K
|
14K
$315K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.78K+ 23.9% |
$109K - $120K
|
24.8K
$557K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.29K+ 39.45% |
$75.1K - $82.5K
|
11.6K
$261K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.72K+ 41.77% |
$62.1K - $68.2K
|
9.22K
$207K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.48K+ 336.59% |
$56.8K - $62.4K
|
3.22K
$72.4K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.25K+ 44.87% |
$51.5K - $56.5K
|
7.27K
$163K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
958+ 7.48% |
$21.9K - $24.1K
|
13.8K
$309K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
811New |
$18.5K - $20.4K
|
811
$18.2K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
779+ 43.16% |
$17.8K - $19.6K
|
2.58K
$58K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
750New |
$17.2K - $18.8K
|
750
$16.8K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
488+ 3.98% |
$11.2K - $12.3K
|
12.7K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
446+ 0.9% |
$10.2K - $11.2K
|
50.2K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
227New |
$5.19K - $5.7K
|
227
$5.1K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151+ 0.41% |
$3.45K - $3.79K
|
37.1K
$833K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.51K
|
13.1K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.51K
|
13.1K
$295K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
35+ 2.08% |
$800 - $879
|
1.72K
$38.6K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$22.9 - $25.1
|
626
$14.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-100Closed |
$2.29K - $2.51K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-103- 9.33% |
$2.36K - $2.59K
|
1K
$22.5K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-198Closed |
$4.53K - $4.97K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-290Closed |
$6.63K - $7.28K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-298- 3.44% |
$6.82K - $7.49K
|
8.37K
$188K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-498- 1.62% |
$11.4K - $12.5K
|
30.2K
$678K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-506- 4.67% |
$11.6K - $12.7K
|
10.3K
$232K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-679- 1.45% |
$15.5K - $17.1K
|
46.3K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-794Closed |
$18.2K - $19.9K
|
0
$0
|