Purchases and Sales Made in Q2 2025 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.94K+ 12.81% |
$37.8K - $41.3K
|
17.1K
$369K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76K+ 7.46% |
$34.2K - $37.4K
|
25.3K
$547K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 10.71% |
$29.8K - $32.5K
|
15.8K
$341K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 6.19% |
$23.6K - $25.8K
|
20.8K
$450K
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.21K+ 2.38% |
$23.5K - $25.7K
|
51.9K
$1.12M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2K+ 12.71% |
$23.4K - $25.6K
|
10.6K
$230K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 50.0% |
$19.5K - $21.3K
|
3K
$64.9K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
963+ 2.33% |
$18.8K - $20.5K
|
42.3K
$915K
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
905+ 4.11% |
$17.6K - $19.3K
|
22.9K
$495K
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
888+ 3.92% |
$17.3K - $18.9K
|
23.6K
$509K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
865+ 2.02% |
$16.9K - $18.4K
|
43.7K
$946K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
858+ 5.25% |
$16.7K - $18.3K
|
17.2K
$372K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
680+ 4.59% |
$13.3K - $14.5K
|
15.5K
$335K
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
500+ 5.17% |
$9.75K - $10.7K
|
10.2K
$220K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 38.37% |
$9.75K - $10.7K
|
1.8K
$39K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
483+ 0.2% |
$9.41K - $10.3K
|
245K
$5.3M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
481New |
$9.37K - $10.3K
|
481
$10.4K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310+ 1.22% |
$6.04K - $6.61K
|
25.8K
$557K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
279+ 2.48% |
$5.44K - $5.95K
|
11.5K
$249K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
277New |
$5.4K - $5.9K
|
277
$5.99K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 2.21% |
$4.13K - $4.52K
|
9.82K
$212K
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
170New |
$3.31K - $3.62K
|
170
$3.68K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
144+ 2.76% |
$2.81K - $3.07K
|
5.35K
$116K
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
131+ 1.25% |
$2.55K - $2.79K
|
10.6K
$229K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
128+ 0.13% |
$2.49K - $2.73K
|
95.1K
$2.06M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105+ 25.06% |
$2.05K - $2.24K
|
524
$11.3K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$1.95K - $2.13K
|
100
$2.16K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74+ 49.01% |
$1.44K - $1.58K
|
225
$4.86K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.2% |
$507 - $554
|
13.3K
$288K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 2.44% |
$487 - $533
|
1.05K
$22.7K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
15+ 0.07% |
$292 - $320
|
21.4K
$463K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.1% |
$156 - $170
|
8.3K
$179K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 2.9% |
$78 - $85.2
|
142
$3.07K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$39 - $42.6
|
6.1K
$132K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 1.87% |
$39 - $42.6
|
109
$2.36K
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$19.5 - $21.3
|
26
$562
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.82% |
$19.5 - $21.3
|
56
$1.21K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7- 2.28% |
$136 - $149
|
300
$6.49K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-87- 3.1% |
$1.7K - $1.85K
|
2.72K
$58.9K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-334- 99.7% |
$6.51K - $7.12K
|
1
$21.6
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-552- 23.7% |
$10.8K - $11.8K
|
1.78K
$38.4K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-712- 11.8% |
$13.9K - $15.2K
|
5.32K
$115K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 99.81% |
$20.3K - $22.2K
|
2
$43.2
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.46K- 2.67% |
$47.8K - $52.3K
|
89.6K
$1.94M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.79K- 79.8% |
$54.4K - $59.4K
|
706
$15.3K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.83K- 7.76% |
$55.1K - $60.3K
|
33.6K
$727K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.17K- 26.65% |
$61.7K - $67.5K
|
8.72K
$188K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.44K- 20.65% |
$86.5K - $94.6K
|
17.1K
$369K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5K- 31.25% |
$97.4K - $107K
|
11K
$238K
|