Purchases and Sales Made in Q4 2023 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
470KNew |
$8.46M - $9.73M
|
470K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
294K+ 37.13% |
$5.3M - $6.1M
|
1.09M
$23.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
149KNew |
$2.68M - $3.08M
|
149K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
119K+ 102.15% |
$2.13M - $2.46M
|
235K
$5.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
76.2KNew |
$1.37M - $1.58M
|
76.2K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72.1KNew |
$1.3M - $1.49M
|
72.1K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.8KNew |
$1.26M - $1.44M
|
69.8K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
66.7KNew |
$1.2M - $1.38M
|
66.7K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.1KNew |
$883K - $1.02M
|
49.1K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.7K+ 26.62% |
$625K - $719K
|
165K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.5K+ 13.43% |
$621K - $714K
|
291K
$6.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34K+ 218.38% |
$611K - $703K
|
49.5K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
32.4K+ 14.27% |
$583K - $671K
|
259K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30KNew |
$540K - $621K
|
30K
$660K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 151.42% |
$387K - $445K
|
35.7K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 34.63% |
$382K - $440K
|
82.6K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.9K+ 40.94% |
$376K - $433K
|
71.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20KNew |
$361K - $415K
|
20K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 38.62% |
$352K - $404K
|
70.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4KNew |
$349K - $401K
|
19.4K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$317K - $364K
|
17.6K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 11.7% |
$313K - $360K
|
166K
$3.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 33.93% |
$307K - $354K
|
67.4K
$1.48M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16.9KNew |
$304K - $350K
|
16.9K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4KNew |
$223K - $257K
|
12.4K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.5K+ 6.29% |
$206K - $237K
|
194K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.1KNew |
$200K - $230K
|
11.1K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.81KNew |
$177K - $203K
|
9.81K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.75KNew |
$176K - $202K
|
9.75K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.64KNew |
$174K - $200K
|
9.64K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.81K+ 12.31% |
$141K - $162K
|
71.2K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.89K+ 10.95% |
$124K - $143K
|
69.8K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.89K+ 5.7% |
$88K - $101K
|
90.7K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.07KNew |
$73.3K - $84.3K
|
4.07K
$89.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.05KNew |
$73K - $84K
|
4.05K
$89.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.42KNew |
$61.6K - $70.9K
|
3.42K
$75.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.24K+ 20.66% |
$58.3K - $67.1K
|
18.9K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.2KNew |
$57.6K - $66.3K
|
3.2K
$70.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.38K+ 151.43% |
$42.8K - $49.3K
|
3.95K
$86.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 50.59% |
$33.2K - $38.1K
|
5.48K
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$31.1K - $35.7K
|
1.73K
$38K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 7.41% |
$21.2K - $24.4K
|
17.1K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.05K+ 37.3% |
$18.9K - $21.8K
|
3.87K
$85.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 8.98% |
$18.6K - $21.4K
|
12.5K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
950+ 5.65% |
$17.1K - $19.7K
|
17.8K
$391K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
770+ 5.29% |
$13.9K - $15.9K
|
15.3K
$337K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
706New |
$12.7K - $14.6K
|
706
$15.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
607New |
$10.9K - $12.6K
|
607
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
547+ 87.38% |
$9.85K - $11.3K
|
1.17K
$25.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
500+ 2.0% |
$9K - $10.4K
|
25.5K
$560K
|