Latest Institutional Purchases of Etfis Ser Tr I Virtus Newfleet (NFLT)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I Virtus Newfleet (NFLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
292K+ 8.68% |
$6.62M - $6.77M
|
3.66M
$84.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
178K+ 58.79% |
$4.04M - $4.13M
|
481K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
37KNew |
$838K - $857K
|
37K
$853K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.83K+ 30.96% |
$155K - $158K
|
28.9K
$667K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.53K+ 31.92% |
$125K - $128K
|
22.8K
$527K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.82K+ 3.89% |
$109K - $112K
|
129K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.53K+ 29.64% |
$80.1K - $81.9K
|
15.4K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.4K+ 0.39% |
$54.5K - $55.7K
|
625K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.21K+ 1.18% |
$27.4K - $28K
|
104K
$2.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
412+ 41.32% |
$9.34K - $9.56K
|
1.41K
$32.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
219+ 1.59% |
$4.97K - $5.08K
|
14K
$322K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
192+ 0.62% |
$4.35K - $4.45K
|
31.2K
$720K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 39.06% |
$3.48M - $3.61M
|
563K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
151K+ 12.13% |
$3.32M - $3.44M
|
1.4M
$32.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 41.16% |
$3.15M - $3.26M
|
490K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.7K+ 12.52% |
$1.07M - $1.11M
|
438K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.7K+ 37.03% |
$610K - $632K
|
102K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 14.52% |
$469K - $486K
|
168K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12K+ 42.76% |
$264K - $274K
|
40K
$923K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.8KNew |
$216K - $224K
|
9.8K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.9K+ 17.12% |
$174K - $180K
|
54K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
5.62K+ 2.92% |
$124K - $128K
|
198K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.51K+ 3.63% |
$55.3K - $57.3K
|
71.7K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35KNew |
$29.7K - $30.8K
|
1.35K
$31.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 2.45% |
$29.2K - $30.2K
|
55.3K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
482New |
$10.6K - $11K
|
482
$11.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
358+ 35800.0% |
$7.89K - $8.17K
|
359
$8.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
270New |
$5.95K - $6.16K
|
270
$6.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
264+ 63.61% |
$5.82K - $6.03K
|
679
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
243New |
$5.35K - $5.55K
|
243
$5.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
179New |
$3.94K - $4.09K
|
179
$4.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.16% |
$220 - $228
|
6.38K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$22 - $22.8
|
1
$23.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54K+ 408.33% |
$1.21M - $1.23M
|
67.2K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.8KNew |
$1.11M - $1.14M
|
49.8K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
39.1KNew |
$872K - $891K
|
39.1K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1K+ 249.46% |
$515K - $526K
|
32.3K
$746K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16KNew |
$358K - $365K
|
16K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13.4KNew |
$300K - $306K
|
13.4K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$271K - $277K
|
12.2K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11.3K+ 20.11% |
$253K - $259K
|
67.8K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$36.4K - $37.2K
|
1.63K
$37.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
758New |
$16.9K - $17.3K
|
758
$17.5K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
32.2K+ 5.03% |
$723K - $745K
|
673K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.2KNew |
$476K - $490K
|
21.2K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.29K+ 70.14% |
$208K - $215K
|
22.5K
$520K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 11.43% |
$101K - $104K
|
44.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$11.2K - $11.5K
|
500
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
441New |
$9.89K - $10.2K
|
441
$10.2K
|
|