Purchases and Sales Made in Q2 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 16.81% |
$4.28M - $4.55M
|
1.48M
$32.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
211KNew |
$4.25M - $4.51M
|
211K
$4.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
99.7K+ 57.09% |
$2M - $2.13M
|
274K
$6.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
51.8K+ 20.93% |
$1.04M - $1.11M
|
299K
$6.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
46.6KNew |
$937K - $995K
|
46.6K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43K+ 32.71% |
$864K - $918K
|
174K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.9K+ 12.7% |
$803K - $853K
|
354K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.9K+ 18.55% |
$763K - $810K
|
243K
$5.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.2K+ 3425.1% |
$708K - $752K
|
36.2K
$797K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$644K - $684K
|
32K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.3K+ 46.44% |
$590K - $626K
|
92.5K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 3.7% |
$500K - $531K
|
697K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.1K+ 33.57% |
$423K - $450K
|
83.8K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 10.86% |
$378K - $402K
|
192K
$4.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.3KNew |
$367K - $390K
|
18.3K
$402K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$357K - $379K
|
17.8K
$391K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$340K - $362K
|
16.9K
$373K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 53.96% |
$322K - $342K
|
45.6K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.3K+ 5.36% |
$308K - $328K
|
302K
$6.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 6.47% |
$279K - $296K
|
228K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.6K+ 18.31% |
$274K - $291K
|
88.1K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$244K - $259K
|
12.1K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12.1KNew |
$243K - $258K
|
12.1K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12K+ 15.6% |
$241K - $256K
|
89K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11.2KNew |
$225K - $239K
|
11.2K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 37.75% |
$218K - $232K
|
39.6K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$218K - $231K
|
10.8K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.7KNew |
$214K - $228K
|
10.7K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.84KNew |
$198K - $210K
|
9.84K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.8K+ 10.5% |
$197K - $209K
|
103K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.54KNew |
$192K - $204K
|
9.54K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.41K+ 26.5% |
$189K - $201K
|
44.9K
$988K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.91K+ 15.47% |
$179K - $190K
|
66.5K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.09K+ 49.56% |
$143K - $151K
|
21.4K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.36K+ 3.49% |
$128K - $136K
|
189K
$4.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 5.23% |
$114K - $121K
|
114K
$2.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 9.63% |
$75K - $79.7K
|
42.5K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.48K+ 4.71% |
$69.9K - $74.2K
|
77.3K
$1.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.34K+ 60.14% |
$67.1K - $71.3K
|
8.89K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.34K+ 60.14% |
$67.1K - $71.3K
|
8.89K
$196K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.45K+ 11.03% |
$49.2K - $52.3K
|
24.7K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 2.9% |
$33.3K - $35.4K
|
58.9K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49KNew |
$30K - $31.9K
|
1.49K
$32.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 1.87% |
$29.9K - $31.8K
|
81.1K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 11.57% |
$24.1K - $25.6K
|
11.6K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$22.1K - $23.5K
|
1.1K
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 359.47% |
$21.7K - $23.1K
|
1.38K
$30.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
892New |
$17.9K - $19K
|
892
$19.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
608+ 1.73% |
$12.2K - $13K
|
35.8K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
605+ 2.9% |
$12.2K - $12.9K
|
21.5K
$473K
|