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 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
500+ 3.73% |
$10.1K - $10.7K
|
13.9K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
461New |
$9.27K - $9.84K
|
461
$10.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300+ 15.79% |
$6.03K - $6.41K
|
2.2K
$49.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 60.0% |
$6.03K - $6.41K
|
800
$18K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252+ 5.22% |
$5.07K - $5.38K
|
5.08K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
238New |
$4.78K - $5.08K
|
238
$5.35K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
219+ 4.61% |
$4.4K - $4.68K
|
4.97K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
218New |
$4.38K - $4.65K
|
218
$4.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
117+ 18.08% |
$2.35K - $2.5K
|
764
$17.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
115+ 34.33% |
$2.31K - $2.46K
|
450
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104+ 3.86% |
$2.09K - $2.22K
|
2.8K
$62.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 35.94% |
$1.57K - $1.67K
|
295
$6.63K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 0.75% |
$1.47K - $1.56K
|
9.82K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 0.66% |
$1.31K - $1.39K
|
9.99K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
65New |
$1.31K - $1.39K
|
65
$1.46K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
51New |
$1.03K - $1.09K
|
51
$1.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
49+ 2.42% |
$985 - $1.05K
|
2.07K
$46.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 2.43% |
$482 - $512
|
1.01K
$22.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.67% |
$402 - $427
|
3.01K
$67.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 2.56% |
$261 - $278
|
521
$11.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 0.31% |
$161 - $171
|
2.63K
$59K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.08% |
$141 - $149
|
8.27K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.2% |
$40.2 - $42.7
|
93
$2.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.18% |
$40.2 - $42.7
|
1.08K
$24.3K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.35% |
$20.1 - $21.4
|
24
$539
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 83.33% |
$101 - $107
|
1
$22.5
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57- 0.23% |
$1.15K - $1.22K
|
24.4K
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-118- 3.28% |
$2.37K - $2.52K
|
3.48K
$78.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-184- 0.36% |
$3.7K - $3.93K
|
50.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-325- 10.16% |
$6.53K - $6.94K
|
2.88K
$64.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-385- 2.04% |
$7.74K - $8.22K
|
18.5K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 1.39% |
$24.9K - $26.5K
|
88.3K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.34K- 11.63% |
$26.9K - $28.6K
|
10.2K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.95K- 2.1% |
$39.2K - $41.6K
|
90.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 4.46% |
$42.1K - $44.7K
|
44.9K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.3K- 9.26% |
$46.3K - $49.2K
|
22.6K
$507K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 3.61% |
$54.2K - $57.6K
|
72.1K
$1.62M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.71K- 8.0% |
$74.6K - $79.2K
|
42.6K
$958K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.03K- 6.85% |
$81K - $86K
|
54.8K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.32K- 92.45% |
$86.9K - $92.3K
|
353
$7.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.88K- 91.18% |
$98.1K - $104K
|
472
$10.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61.2K- 67.26% |
$1.23M - $1.31M
|
29.8K
$669K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.9K- 56.16% |
$1.34M - $1.43M
|
52.2K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 25.13% |
$3.75M - $3.99M
|
556K
$12.5M
|