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 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
335New |
$6.03K - $6.94K
|
335
$7.37K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
300New |
$5.4K - $6.21K
|
300
$6.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 43.33% |
$4.68K - $5.38K
|
860
$18.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
176+ 20.18% |
$3.17K - $3.64K
|
1.05K
$23.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
126New |
$2.27K - $2.61K
|
126
$2.77K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
103New |
$1.85K - $2.13K
|
103
$2.27K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 70.87% |
$1.62K - $1.86K
|
217
$4.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$630 - $725
|
35
$770
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 1.77% |
$612 - $704
|
1.96K
$43.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 1.7% |
$288 - $331
|
955
$21K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.58% |
$234 - $269
|
517
$11.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.19% |
$90 - $104
|
2.65K
$58.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$36 - $41.4
|
3.87K
$85.2K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$18 - $20.7
|
23
$506
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-262- 0.79% |
$4.72K - $5.43K
|
33K
$726K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-427- 8.57% |
$7.69K - $8.84K
|
4.56K
$100K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-472- 1.02% |
$8.5K - $9.78K
|
45.9K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-475- 15.01% |
$8.55K - $9.84K
|
2.69K
$59.2K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-949- 2.48% |
$17.1K - $19.7K
|
37.3K
$820K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.17K- 2.26% |
$21K - $24.2K
|
50.6K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.23K- 99.96% |
$40.2K - $46.3K
|
1
$22
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.58K- 1.72% |
$64.4K - $74.1K
|
205K
$4.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.94K- 55.57% |
$88.9K - $102K
|
3.95K
$86.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.32K- 33.36% |
$95.7K - $110K
|
10.6K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.2K- 7.47% |
$112K - $128K
|
76.7K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.13K- 5.86% |
$146K - $168K
|
131K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 36.42% |
$240K - $276K
|
23.2K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.8K- 81.96% |
$428K - $492K
|
5.23K
$115K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-98.7K- 73.58% |
$1.78M - $2.05M
|
35.4K
$780K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-132K- 93.66% |
$2.38M - $2.73M
|
8.93K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-655K- 48.69% |
$11.8M - $13.6M
|
690K
$15.2M
|