Purchases and Sales Made in Q1 2023 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2023. 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 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
230K+ 56.4% |
$4.14M - $4.97M
|
637K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
122K+ 106.7% |
$2.21M - $2.65M
|
237K
$5.32M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
79.2K+ 416784.22% |
$1.43M - $1.72M
|
79.2K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.5KNew |
$1.18M - $1.42M
|
65.5K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 17.91% |
$1.14M - $1.37M
|
416K
$9.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
60.6KNew |
$1.09M - $1.31M
|
60.6K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.6KNew |
$966K - $1.16M
|
53.6K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.5K+ 78.51% |
$838K - $1.01M
|
106K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.4K+ 50.99% |
$765K - $919K
|
126K
$2.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
26.2K+ 57.18% |
$473K - $568K
|
72.1K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22.6K+ 150.33% |
$408K - $490K
|
37.7K
$847K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.4K+ 20.33% |
$403K - $485K
|
132K
$2.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
13.2KNew |
$238K - $285K
|
13.2K
$296K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.8KNew |
$230K - $276K
|
12.8K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6KNew |
$226K - $272K
|
12.6K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 11.14% |
$216K - $260K
|
120K
$2.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.9K+ 7.41% |
$196K - $235K
|
157K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$188K - $226K
|
10.4K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.18K+ 8.65% |
$129K - $155K
|
90.2K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.11K+ 129.26% |
$128K - $154K
|
12.6K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.21K+ 13.85% |
$94K - $113K
|
42.9K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5KNew |
$90.2K - $108K
|
5K
$112K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.77K+ 38.88% |
$85.9K - $103K
|
17K
$382K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.08K+ 39.62% |
$73.5K - $88.3K
|
14.4K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 97.88% |
$54.1K - $65K
|
6.07K
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.23KNew |
$40.3K - $48.4K
|
2.23K
$50.2K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 4.39% |
$30.6K - $36.7K
|
40.3K
$906K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.67K+ 165.9% |
$30.1K - $36.2K
|
2.68K
$60.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 23.25% |
$21.6K - $26K
|
6.36K
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 57.56% |
$18.7K - $22.4K
|
2.84K
$63.7K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 3.21% |
$18.2K - $21.8K
|
32.4K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
873+ 4.48% |
$15.7K - $18.9K
|
20.4K
$458K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
798+ 6.28% |
$14.4K - $17.3K
|
13.5K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
652+ 5.74% |
$11.8K - $14.1K
|
12K
$270K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$9.02K - $10.8K
|
500
$11.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
388+ 141.09% |
$7K - $8.4K
|
663
$14.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380+ 1.25% |
$6.85K - $8.23K
|
30.8K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
341+ 2.33% |
$6.15K - $7.39K
|
15K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
270+ 11.87% |
$4.87K - $5.85K
|
2.55K
$57.2K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200+ 19.05% |
$3.61K - $4.33K
|
1.25K
$28.1K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
188+ 8.29% |
$3.39K - $4.07K
|
2.46K
$55.2K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.12% |
$883 - $1.06K
|
42.1K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 0.25% |
$775 - $931
|
17.6K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 2.53% |
$397 - $477
|
892
$20K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
12+ 2.57% |
$216 - $260
|
479
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 2.44% |
$90.2 - $108
|
210
$4.72K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.16% |
$18 - $21.7
|
625
$14K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.35% |
$126 - $152
|
1.99K
$44.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-447- 19.65% |
$8.06K - $9.68K
|
1.83K
$41.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-657- 30.46% |
$11.8K - $14.2K
|
1.5K
$33.7K
|