Purchases and Sales Made in Q4 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.3% |
$502 - $534
|
1.02K
$20.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 2.23% |
$502 - $534
|
1.06K
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 2.26% |
$262 - $279
|
544
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.08% |
$153 - $162
|
8.28K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 2.33% |
$153 - $162
|
308
$6.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.17% |
$131 - $139
|
3.5K
$70.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.85% |
$43.6 - $46.4
|
54
$1.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.08% |
$43.6 - $46.4
|
98
$1.97K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$21.8 - $23.2
|
25
$504
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 2.54% |
$65.5 - $69.6
|
115
$2.32K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-94- 0.85% |
$2.05K - $2.18K
|
10.9K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106- 3.67% |
$2.31K - $2.46K
|
2.78K
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-438- 4.08% |
$9.56K - $10.2K
|
10.3K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-449- 99.56% |
$9.8K - $10.4K
|
2
$40.3
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-503- 99.8% |
$11K - $11.7K
|
1
$20.1
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-702- 1.15% |
$15.3K - $16.3K
|
60.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-731- 1.98% |
$16K - $17K
|
36.3K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-879- 1.73% |
$19.2K - $20.4K
|
50K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-955- 1.89% |
$20.8K - $22.2K
|
49.5K
$996K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 27.79% |
$23.5K - $25K
|
2.8K
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.1K- 11.08% |
$24.1K - $25.6K
|
8.86K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.24K- 5.07% |
$27K - $28.7K
|
23.2K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.27KClosed |
$27.8K - $29.5K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 5.12% |
$30.4K - $32.4K
|
25.8K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.82K- 2.1% |
$39.7K - $42.2K
|
84.9K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.83K- 3.19% |
$39.9K - $42.5K
|
55.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.86K- 10.43% |
$40.7K - $43.2K
|
16K
$322K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.19K- 5.03% |
$47.8K - $50.9K
|
41.3K
$833K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.56K- 24.15% |
$165K - $176K
|
23.8K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.8K- 52.97% |
$236K - $251K
|
9.62K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-21.4K- 7.09% |
$466K - $496K
|
280K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-66.9K- 22.41% |
$1.46M - $1.55M
|
232K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-79.6K- 84.03% |
$1.74M - $1.85M
|
15.1K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 92.86% |
$3.03M - $3.22M
|
10.7K
$215K
|