Purchases and Sales Made in Q1 2025 in Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT) during Q1 2025. The information is specifically focused on institutions that hold shares of ETFIS SER TR I VIRTUS NEWFLEET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
563K+ 21.41% |
$12.6M - $12.8M
|
3.19M
$72.7M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
230K+ 72.86% |
$5.12M - $5.23M
|
545K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
180K+ 16.86% |
$4.01M - $4.09M
|
1.24M
$28.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
116K+ 27.4% |
$2.59M - $2.65M
|
540K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
82.2K+ 11.77% |
$1.83M - $1.87M
|
780K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.3K+ 54.94% |
$1.48M - $1.51M
|
187K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
63.2K+ 93.44% |
$1.41M - $1.44M
|
131K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54K+ 408.33% |
$1.21M - $1.23M
|
67.2K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.8KNew |
$1.11M - $1.14M
|
49.8K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.9K+ 38.78% |
$914K - $933K
|
147K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
39.1KNew |
$872K - $891K
|
39.1K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
31.6KNew |
$705K - $720K
|
31.6K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1K+ 249.46% |
$515K - $526K
|
32.3K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 194.52% |
$413K - $422K
|
28K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16KNew |
$358K - $365K
|
16K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7K+ 35.19% |
$305K - $312K
|
52.5K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13.4KNew |
$300K - $306K
|
13.4K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$271K - $277K
|
12.2K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.9K+ 10.43% |
$266K - $272K
|
126K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11.3K+ 20.11% |
$253K - $259K
|
67.8K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
11.2K+ 6.2% |
$251K - $256K
|
192K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.4KNew |
$233K - $238K
|
10.4K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1KNew |
$226K - $231K
|
10.1K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.51K+ 63.44% |
$145K - $148K
|
16.8K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 15.12% |
$135K - $138K
|
46.1K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.69K+ 7.34% |
$82.4K - $84.2K
|
54K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.03K+ 3.03% |
$67.7K - $69.1K
|
103K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$36.4K - $37.2K
|
1.63K
$37.2K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.4K+ 1.9% |
$31.1K - $31.8K
|
74.7K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 26.35% |
$29.6K - $30.3K
|
6.37K
$145K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
758New |
$16.9K - $17.3K
|
758
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
143+ 0.89% |
$3.19K - $3.26K
|
16.2K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
89+ 0.5% |
$1.99K - $2.03K
|
17.9K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$22.3 - $22.8
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-87- 4.28% |
$1.94K - $1.98K
|
1.95K
$44.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-196- 1.43% |
$4.37K - $4.47K
|
13.5K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-249- 1.21% |
$5.56K - $5.67K
|
20.3K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-316- 0.2% |
$7.05K - $7.2K
|
157K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-359- 99.72% |
$8.01K - $8.18K
|
1
$22.8
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-389- 1.61% |
$8.68K - $8.87K
|
23.8K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 12.78% |
$66.5K - $67.9K
|
20.3K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.5K- 8.97% |
$78.1K - $79.7K
|
35.5K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-107K- 80.17% |
$2.4M - $2.45M
|
26.6K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-115K- 24.95% |
$2.58M - $2.63M
|
347K
$7.91M
|