Purchases and Sales Made in Q1 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
335+ 12.62% |
$6.88K - $7.09K
|
2.99K
$67.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
300+ 30000.0% |
$6.17K - $6.35K
|
301
$6.82K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
277New |
$5.69K - $5.86K
|
277
$6.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195+ 4.28% |
$4.01K - $4.13K
|
4.75K
$108K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180+ 5.26% |
$3.7K - $3.81K
|
3.6K
$81.6K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.13% |
$2.24K - $2.31K
|
9.75K
$221K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91New |
$1.87K - $1.93K
|
91
$2.06K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 3.22% |
$1.29K - $1.33K
|
2.02K
$45.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51New |
$1.05K - $1.08K
|
51
$1.16K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
46+ 0.09% |
$945 - $974
|
50.6K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
44+ 0.8% |
$904 - $931
|
5.53K
$125K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40+ 6.59% |
$822 - $847
|
647
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
34+ 3.24% |
$699 - $720
|
1.08K
$24.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 3.25% |
$637 - $656
|
986
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24+ 0.12% |
$493 - $508
|
19.4K
$440K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.18% |
$144 - $148
|
3.88K
$87.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.79% |
$20.6 - $21.2
|
127
$2.88K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-68- 2.53% |
$1.4K - $1.44K
|
2.62K
$59.4K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-666- 7.46% |
$13.7K - $14.1K
|
8.26K
$187K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-698- 40.44% |
$14.3K - $14.8K
|
1.03K
$23.3K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.02K- 8.11% |
$20.9K - $21.5K
|
11.5K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 6.72% |
$21.2K - $21.8K
|
14.3K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 99.49% |
$24K - $24.7K
|
6
$136
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 10.73% |
$24.5K - $25.3K
|
9.92K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 10.06% |
$30.8K - $31.8K
|
13.4K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.75K- 2.29% |
$35.9K - $37K
|
74.5K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.73% |
$36.3K - $37.3K
|
35.5K
$804K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.93K- 2.51% |
$39.6K - $40.8K
|
74.8K
$1.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.34K- 37.55% |
$68.6K - $70.7K
|
5.55K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.85K- 11.77% |
$161K - $166K
|
58.8K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-11.5K- 68.31% |
$237K - $244K
|
5.35K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.8K- 4.56% |
$243K - $250K
|
247K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 33.01% |
$475K - $490K
|
47K
$1.06M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.9K- 3.57% |
$511K - $526K
|
672K
$15.2M
|