Purchases and Sales Made in Q3 2023 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
666K+ 98.03% |
$12.7M - $13.3M
|
1.34M
$29.6M
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
331K+ 234.07% |
$6.3M - $6.63M
|
473K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
295K+ 59.26% |
$5.61M - $5.9M
|
793K
$17.4M
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
116KNew |
$2.21M - $2.32M
|
116K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.6K+ 60.56% |
$1.49M - $1.57M
|
208K
$4.58M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.1K+ 42.89% |
$1.47M - $1.54M
|
257K
$5.65M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.6K+ 241.92% |
$677K - $712K
|
50.3K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.1K+ 82.59% |
$439K - $461K
|
51K
$1.12M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 15.79% |
$386K - $405K
|
149K
$3.27M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
19.2K+ 101.46% |
$366K - $385K
|
38.2K
$841K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 37.04% |
$315K - $331K
|
61.3K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2KNew |
$270K - $284K
|
14.2K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 402.13% |
$237K - $249K
|
15.5K
$342K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.3K+ 6.6% |
$214K - $225K
|
182K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.66K+ 15.81% |
$165K - $173K
|
63.4K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.59K+ 30.73% |
$163K - $172K
|
36.6K
$804K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91K+ 15.83% |
$131K - $138K
|
50.6K
$1.11M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.16K+ 7.73% |
$117K - $123K
|
85.8K
$1.89M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.93K+ 10.39% |
$113K - $118K
|
62.9K
$1.38M
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$95.1K - $99.9K
|
5K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.85K+ 2.19% |
$92.3K - $97K
|
227K
$4.99M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.61K+ 44.71% |
$87.6K - $92.1K
|
14.9K
$328K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.68K+ 30.06% |
$70.1K - $73.6K
|
15.9K
$351K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3.64KNew |
$69.3K - $72.8K
|
3.64K
$80.1K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.44K+ 8.03% |
$65.5K - $68.8K
|
46.3K
$1.02M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.6K+ 109.33% |
$49.5K - $52K
|
4.98K
$110K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 14800.0% |
$42.2K - $44.4K
|
2.24K
$49.2K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.66KNew |
$31.5K - $33.1K
|
1.66K
$36.5K
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.55K+ 10.15% |
$29.5K - $31K
|
16.8K
$370K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 0.97% |
$25.9K - $27.2K
|
141K
$3.1M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
811+ 2.5% |
$15.4K - $16.2K
|
33.3K
$732K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
437+ 0.34% |
$8.31K - $8.74K
|
130K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400New |
$7.61K - $8K
|
400
$8.8K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
362+ 2.55% |
$6.89K - $7.24K
|
14.6K
$321K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
335+ 2.18% |
$6.37K - $6.7K
|
15.7K
$345K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
257+ 1.64% |
$4.89K - $5.14K
|
15.9K
$350K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250+ 0.18% |
$4.76K - $5K
|
139K
$3.05M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
195New |
$3.71K - $3.9K
|
195
$4.29K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
140+ 30.43% |
$2.66K - $2.8K
|
600
$13.2K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
118+ 3.87% |
$2.24K - $2.36K
|
3.16K
$69.6K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
95+ 3.49% |
$1.81K - $1.9K
|
2.82K
$62K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
52+ 6.34% |
$989 - $1.04K
|
872
$19.2K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
48+ 2.56% |
$913 - $960
|
1.92K
$42.3K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.41% |
$894 - $940
|
11.5K
$253K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
25+ 5.22% |
$476 - $500
|
504
$11.1K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 2.62% |
$456 - $480
|
939
$20.7K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$19 - $20
|
626
$13.8K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-520- 16.41% |
$9.89K - $10.4K
|
2.65K
$58.3K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 1.37% |
$22K - $23.1K
|
82.9K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 4.16% |
$24K - $25.2K
|
29K
$638K
|