Purchases and Sales Made in Q4 2022 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 2022. 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, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
115KNew |
$2.06M - $2.26M
|
115K
$2.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
83KNew |
$1.49M - $1.64M
|
83K
$1.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
49.7K+ 51.32% |
$894K - $981K
|
147K
$3.22M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42.5K+ 46.27% |
$763K - $838K
|
134K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
37.7KNew |
$677K - $743K
|
37.7K
$828K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 97.52% |
$525K - $577K
|
59.2K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.4K+ 25.54% |
$402K - $442K
|
110K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$271K - $297K
|
15.1K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15K+ 16.19% |
$270K - $296K
|
108K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.3KNew |
$220K - $242K
|
12.3K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 17.2% |
$219K - $241K
|
83.2K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$204K - $224K
|
11.4K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$185K - $203K
|
10.3K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.47K+ 49.56% |
$134K - $147K
|
22.5K
$496K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$98.9K - $109K
|
5.5K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.48K+ 39.09% |
$98.5K - $108K
|
19.5K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.5K+ 19.57% |
$80.9K - $88.8K
|
27.5K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.07KNew |
$55.1K - $60.5K
|
3.07K
$67.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.93KNew |
$52.7K - $57.9K
|
2.93K
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.16KNew |
$38.8K - $42.6K
|
2.16K
$47.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$36K - $39.5K
|
2K
$44K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.78K+ 11.3% |
$32K - $35.1K
|
17.5K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65KNew |
$29.6K - $32.5K
|
1.65K
$36.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 4.34% |
$23.5K - $25.8K
|
31.4K
$691K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.02K+ 8.72% |
$18.3K - $20.1K
|
12.7K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
758+ 72.74% |
$13.6K - $15K
|
1.8K
$39.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
472+ 26.27% |
$8.49K - $9.32K
|
2.27K
$49.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
457+ 9.71% |
$8.22K - $9.02K
|
5.16K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
344+ 2.41% |
$6.19K - $6.79K
|
14.6K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300New |
$5.39K - $5.92K
|
300
$6.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
275New |
$4.94K - $5.43K
|
275
$6.05K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
205New |
$3.69K - $4.05K
|
205
$4.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91+ 25.49% |
$1.64K - $1.8K
|
448
$9.86K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
58+ 2.62% |
$1.04K - $1.14K
|
2.28K
$50.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 25.74% |
$467 - $513
|
127
$2.79K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 2.59% |
$396 - $434
|
870
$19.1K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$18 - $19.7
|
21
$462
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-62- 11.72% |
$1.11K - $1.22K
|
467
$10.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-700- 0.12% |
$12.6K - $13.8K
|
596K
$13.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-897- 6.59% |
$16.1K - $17.7K
|
12.7K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-946- 3.02% |
$17K - $18.7K
|
30.4K
$668K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 27.28% |
$22K - $24.1K
|
3.26K
$71.6K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.57K- 60.95% |
$28.2K - $31K
|
1.01K
$22.1K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.92K- 6.28% |
$88.5K - $97.2K
|
73.5K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.82K- 12.78% |
$105K - $115K
|
39.7K
$873K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.8K- 14.97% |
$122K - $134K
|
38.6K
$850K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.3K- 23.98% |
$239K - $262K
|
42.1K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.7K- 66.82% |
$516K - $566K
|
14.2K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-69.7K- 22.65% |
$1.25M - $1.38M
|
238K
$5.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.2K- 20.52% |
$1.64M - $1.8M
|
353K
$7.77M
|