Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 1.39% |
$90.7 - $92.8
|
284
$6.55K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-735- 5.42% |
$16.7K - $17.1K
|
12.8K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.51K- 10.34% |
$79.6K - $81.5K
|
30.4K
$702K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.4K- 4.32% |
$145K - $148K
|
142K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-30.2K- 76.07% |
$685K - $700K
|
9.5K
$219K
|