Purchases and Sales Made in Q2 2022 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 25.01% |
$2.27M - $2.63M
|
546K
$12.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
81KNew |
$1.68M - $1.95M
|
81K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.7KNew |
$1.28M - $1.48M
|
61.7K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.7KNew |
$471K - $545K
|
22.7K
$514K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.1K+ 23.04% |
$292K - $338K
|
75.1K
$1.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12KNew |
$249K - $288K
|
12K
$271K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
11.8K+ 40.98% |
$246K - $284K
|
40.7K
$921K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 22.11% |
$231K - $267K
|
61.3K
$1.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
10.3KNew |
$214K - $247K
|
10.3K
$233K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 7.7% |
$59.3K - $68.6K
|
39.9K
$905K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.72K+ 41.77% |
$56.4K - $65.3K
|
9.22K
$209K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.34K+ 0.42% |
$48.5K - $56.1K
|
559K
$12.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.17K+ 15.44% |
$45K - $52K
|
16.2K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 2.38% |
$31.2K - $36.1K
|
64.6K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2KNew |
$24.9K - $28.8K
|
1.2K
$27.2K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$21.8K - $25.2K
|
1.05K
$23.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
975+ 8.4% |
$20.3K - $23.4K
|
12.6K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 5.43% |
$18K - $20.9K
|
16.9K
$382K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
863+ 3.03% |
$17.9K - $20.7K
|
29.3K
$665K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
847+ 1.0% |
$17.6K - $20.4K
|
85.9K
$1.95M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
572+ 1.04% |
$11.9K - $13.8K
|
55.6K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
520+ 2736.84% |
$10.8K - $12.5K
|
539
$12.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
505+ 30.39% |
$10.5K - $12.1K
|
2.17K
$49.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
271+ 2.53% |
$5.63K - $6.51K
|
11K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207+ 0.69% |
$4.3K - $4.98K
|
30.4K
$689K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
200New |
$4.16K - $4.81K
|
200
$4.53K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
72New |
$1.5K - $1.73K
|
72
$1.63K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
44New |
$914 - $1.06K
|
44
$997
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
37+ 2.15% |
$769 - $889
|
1.76K
$39.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
31+ 3.1% |
$644 - $745
|
1.03K
$23.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 2.22% |
$374 - $433
|
829
$18.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4+ 1.76% |
$83.1 - $96.2
|
231
$5.23K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
3+ 1.25% |
$62.3 - $72.1
|
243
$5.51K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$20.8 - $24
|
627
$14.2K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60- 0.46% |
$1.25K - $1.44K
|
13.1K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60- 0.46% |
$1.25K - $1.44K
|
13.1K
$296K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-109- 0.79% |
$2.27K - $2.62K
|
13.7K
$310K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-167- 6.46% |
$3.47K - $4.01K
|
2.42K
$54.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-176- 0.38% |
$3.66K - $4.23K
|
46.1K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-255- 1.19% |
$5.3K - $6.13K
|
21.1K
$478K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-400Closed |
$8.31K - $9.62K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-488- 3.83% |
$10.1K - $11.7K
|
12.3K
$278K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 99.93% |
$31.2K - $36.1K
|
1
$22.7
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.02KClosed |
$42K - $48.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.26K- 84.98% |
$47K - $54.4K
|
400
$9.06K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.56K- 79.3% |
$53.1K - $61.4K
|
667
$15.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62K- 16.77% |
$54.3K - $62.9K
|
13K
$294K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3K- 22.22% |
$62.3K - $72.1K
|
10.5K
$238K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.59K- 36.03% |
$74.5K - $86.2K
|
6.37K
$144K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.79K- 4.53% |
$78.8K - $91.2K
|
80K
$1.81M
|