Purchases and Sales Made in Q3 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
271K+ 18.31% |
$5.67M - $6.23M
|
1.75M
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
176KNew |
$3.68M - $4.03M
|
176K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149KNew |
$3.13M - $3.43M
|
149K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 15.74% |
$2.3M - $2.52M
|
807K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
91.7KNew |
$1.92M - $2.11M
|
91.7K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
90.4K+ 25.51% |
$1.89M - $2.08M
|
445K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78K+ 14.01% |
$1.63M - $1.79M
|
634K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
67.8KNew |
$1.42M - $1.56M
|
67.8K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63.3K+ 26.1% |
$1.33M - $1.45M
|
306K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.3K+ 66.23% |
$1.28M - $1.41M
|
154K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.9K+ 146.2% |
$1.21M - $1.33M
|
97.5K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
55.7KNew |
$1.17M - $1.28M
|
55.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$775K - $850K
|
37K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$725K - $796K
|
34.6K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31KNew |
$649K - $712K
|
31K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27.5KNew |
$575K - $631K
|
27.5K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.4K+ 126.16% |
$469K - $515K
|
40.2K
$884K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 11.32% |
$455K - $499K
|
214K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7K+ 11.49% |
$454K - $498K
|
210K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.4KNew |
$428K - $470K
|
20.4K
$450K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 158.4% |
$402K - $441K
|
31.3K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
19K+ 6.93% |
$398K - $437K
|
293K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9KNew |
$374K - $410K
|
17.9K
$393K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15.4KNew |
$322K - $354K
|
15.4K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 12.59% |
$300K - $329K
|
128K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 30.52% |
$292K - $320K
|
59.6K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4KNew |
$281K - $309K
|
13.4K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 14.67% |
$271K - $298K
|
101K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$251K - $276K
|
12K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 39.21% |
$245K - $268K
|
41.5K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$238K - $261K
|
11.4K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
11.1KNew |
$233K - $256K
|
11.1K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$225K - $247K
|
10.7K
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$209K - $230K
|
10K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.69KNew |
$203K - $223K
|
9.69K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.64KNew |
$202K - $222K
|
9.64K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 41.97% |
$198K - $218K
|
32K
$705K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.47KNew |
$198K - $218K
|
9.47K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.44K+ 3.69% |
$177K - $194K
|
237K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.3K+ 8.05% |
$174K - $191K
|
111K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.07K+ 38.68% |
$148K - $162K
|
25.3K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.35K+ 8.22% |
$133K - $146K
|
83.7K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.15K+ 24.17% |
$129K - $141K
|
31.6K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.49K+ 2.6% |
$115K - $126K
|
217K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.12K+ 4.63% |
$86.2K - $94.6K
|
93.1K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.57K+ 30.86% |
$74.7K - $82K
|
15.1K
$333K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.51K+ 2.01% |
$73.5K - $80.6K
|
178K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$54.9K - $60.2K
|
2.62K
$57.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.56K+ 10.36% |
$53.5K - $58.7K
|
27.2K
$599K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.26K+ 6.31% |
$47.3K - $51.9K
|
38K
$837K
|