Institutional Ownership Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $72.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$264,696
0.01% of portfolio
|
Q3 2022
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
9,212
shares
|
$206,625
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2,782
shares
|
$62,400
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
2,040
shares
|
$45,757
0.01% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
358
shares
|
$8,029
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
101
shares
|
$2,265
0.0% of portfolio
|
Q1 2024
Added 146.34%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
95
shares
|
$2,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
68
shares
|
$1,525
0.0% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
62
shares
|
$1,390
0.0% of portfolio
|
Q3 2020
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
40
shares
|
$897
0.0% of portfolio
|
Q4 2023
Reduced 85.82%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
37
shares
|
$829
0.0% of portfolio
|
Q4 2023
Added 2.78%
|
|
Evolution Advisers, Inc.
|
May 03, 2024 Q1 2024 |
17
shares
|
$381
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|