Purchases and Sales Made in Q1 2025 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114K+ 10834.66% |
$2.44M - $2.55M
|
115K
$2.47M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
98.7K+ 384.03% |
$2.11M - $2.2M
|
124K
$2.66M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.4K+ 71.86% |
$1.08M - $1.12M
|
120K
$2.57M
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
30.1KNew |
$642K - $670K
|
30.1K
$642K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.6KNew |
$419K - $437K
|
19.6K
$419K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4K+ 10.28% |
$85.4K - $89.2K
|
42.9K
$916K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 7.14% |
$36.2K - $37.8K
|
25.5K
$544K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.55K+ 0.64% |
$33.2K - $34.6K
|
244K
$5.22M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$23.5K - $24.5K
|
1.1K
$23.5K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$4.81K - $5.02K
|
225
$4.81K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.25% |
$491 - $513
|
1.05K
$22.3K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.55% |
$342 - $357
|
1.05K
$22.3K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.05% |
$107 - $112
|
10.3K
$220K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-168K- 47.87% |
$3.59M - $3.75M
|
183K
$3.91M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434K- 97.83% |
$9.28M - $9.69M
|
9.62K
$205K
|