Purchases and Sales Made in Q4 2021 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 37.96% |
$2.44M - $2.54M
|
364K
$8.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
68.2K+ 233.3% |
$1.66M - $1.73M
|
97.5K
$2.19M
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
65K+ 130.0% |
$1.58M - $1.64M
|
115K
$2.58M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.4KNew |
$1.2M - $1.25M
|
49.4K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
30KNew |
$730K - $759K
|
30K
$673K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
29K+ 18.39% |
$707K - $735K
|
187K
$4.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 46.82% |
$523K - $544K
|
67.4K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
13.5KNew |
$328K - $341K
|
13.5K
$302K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$300K - $312K
|
12.3K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.75KNew |
$237K - $247K
|
9.75K
$219K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.08KNew |
$221K - $230K
|
9.08K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.33KNew |
$203K - $211K
|
8.33K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.76K+ 18.47% |
$189K - $196K
|
49.8K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.85K+ 16.4% |
$167K - $173K
|
48.6K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.43K+ 16.29% |
$157K - $163K
|
45.9K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.26K+ 37.83% |
$152K - $158K
|
22.8K
$512K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.89K+ 64.2% |
$143K - $149K
|
15.1K
$338K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.53KNew |
$110K - $114K
|
4.53K
$102K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3.4KNew |
$82.8K - $86K
|
3.4K
$76.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.23K+ 9.57% |
$78.5K - $81.6K
|
36.9K
$829K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3K+ 18.87% |
$73K - $75.9K
|
18.9K
$424K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.72K+ 41.77% |
$66.1K - $68.7K
|
9.22K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.31K+ 13.06% |
$56.2K - $58.5K
|
20K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 22.86% |
$49.1K - $51K
|
10.8K
$243K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5KNew |
$36.5K - $38K
|
1.5K
$33.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
939+ 569.09% |
$22.9K - $23.8K
|
1.1K
$24.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
604+ 50.29% |
$14.7K - $15.3K
|
1.81K
$40.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
425+ 212.5% |
$10.3K - $10.8K
|
625
$14K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
240New |
$5.84K - $6.07K
|
240
$5.39K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
198New |
$4.82K - $5.01K
|
198
$4.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
100New |
$2.43K - $2.53K
|
100
$2.25K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32+ 1.94% |
$779 - $810
|
1.68K
$37.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20+ 2.58% |
$487 - $506
|
794
$17.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-18- 2.38% |
$438 - $455
|
738
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-100- 0.32% |
$2.43K - $2.53K
|
30.7K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-356Closed |
$8.67K - $9.01K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-495Closed |
$12K - $12.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-549- 1.16% |
$13.4K - $13.9K
|
46.9K
$1.05M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-638- 4.74% |
$15.5K - $16.1K
|
12.8K
$288K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.09K- 98.29% |
$26.6K - $27.6K
|
19
$427
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.2KClosed |
$29.2K - $30.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.43KClosed |
$34.8K - $36.1K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.5KClosed |
$36.5K - $38K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.4K- 46.72% |
$107K - $111K
|
5.02K
$113K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-4.9K- 12.71% |
$119K - $124K
|
33.6K
$755K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.47K- 33.56% |
$133K - $138K
|
10.8K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 54.33% |
$251K - $261K
|
8.66K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-10.7KClosed |
$260K - $270K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-13KClosed |
$316K - $329K
|
0
$0
|