Latest Institutional Transactions on Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
33.9KNew |
$748K - $775K
|
33.9K
$773K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
235+ 1.74% |
$5.18K - $5.37K
|
13.7K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-583- 1.85% |
$12.8K - $13.3K
|
31K
$706K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-389- 1.61% |
$8.68K - $8.87K
|
23.8K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-359- 99.72% |
$8.01K - $8.18K
|
1
$22.8
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.4KNew |
$233K - $238K
|
10.4K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-249- 1.21% |
$5.56K - $5.67K
|
20.3K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$271K - $277K
|
12.2K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
180K+ 16.86% |
$4.01M - $4.09M
|
1.24M
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.8KNew |
$1.11M - $1.14M
|
49.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 15.12% |
$135K - $138K
|
46.1K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1K+ 249.46% |
$515K - $526K
|
32.3K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7K+ 35.19% |
$305K - $312K
|
52.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 194.52% |
$413K - $422K
|
28K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.3 - $22.8
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 26.35% |
$29.6K - $30.3K
|
6.37K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11.3K+ 20.11% |
$253K - $259K
|
67.8K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
82.2K+ 11.77% |
$1.83M - $1.87M
|
780K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
338K+ 659.57% |
$7.53M - $7.7M
|
389K
$8.86M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.51K+ 63.44% |
$145K - $148K
|
16.8K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$36.4K - $37.2K
|
1.63K
$37.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-316- 0.2% |
$7.05K - $7.2K
|
157K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-115K- 24.95% |
$2.58M - $2.63M
|
347K
$7.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 12.78% |
$66.5K - $67.9K
|
20.3K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54K+ 408.33% |
$1.21M - $1.23M
|
67.2K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16KNew |
$358K - $365K
|
16K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-107K- 80.17% |
$2.4M - $2.45M
|
26.6K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.9K+ 10.43% |
$266K - $272K
|
126K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.4K+ 1.9% |
$31.1K - $31.8K
|
74.7K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.3K+ 54.94% |
$1.48M - $1.51M
|
187K
$4.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.03K+ 3.03% |
$67.7K - $69.1K
|
103K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
143+ 0.89% |
$3.19K - $3.26K
|
16.2K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.69K+ 7.34% |
$82.4K - $84.2K
|
54K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
89+ 0.5% |
$1.99K - $2.03K
|
17.9K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
39.1KNew |
$872K - $891K
|
39.1K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
116K+ 27.4% |
$2.59M - $2.65M
|
540K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1KNew |
$226K - $231K
|
10.1K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.9K+ 38.78% |
$914K - $933K
|
147K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13.4KNew |
$300K - $306K
|
13.4K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-87- 4.28% |
$1.94K - $1.98K
|
1.95K
$44.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
11.2K+ 6.2% |
$251K - $256K
|
192K
$4.38M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
63.2K+ 93.44% |
$1.41M - $1.44M
|
131K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.5K- 8.97% |
$78.1K - $79.7K
|
35.5K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
563K+ 21.41% |
$12.6M - $12.8M
|
3.19M
$72.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
758New |
$16.9K - $17.3K
|
758
$17.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 25.45% |
$3.11M - $3.2M
|
406K
$9.24M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
211New |
$4.73K - $4.87K
|
211
$4.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 11.43% |
$101K - $104K
|
44.1K
$1M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
11.9KNew |
$267K - $275K
|
11.9K
$271K
|
|