Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
390K+ 57.76% |
$8.74M - $9M
|
1.06M
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.4K+ 287.21% |
$1.15M - $1.19M
|
69.2K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40.7K+ 28.92% |
$912K - $939K
|
181K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.1K+ 42.52% |
$764K - $787K
|
114K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
32.2K+ 5.03% |
$723K - $745K
|
673K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16KNew |
$360K - $370K
|
16K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.15K+ 13.69% |
$183K - $188K
|
67.7K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.66K+ 9.99% |
$149K - $154K
|
73.3K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.79K+ 8.14% |
$85K - $87.5K
|
50.3K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
441New |
$9.89K - $10.2K
|
441
$9.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
320+ 2.39% |
$7.18K - $7.39K
|
13.7K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.04K- 12.91% |
$135K - $139K
|
40.7K
$920K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-51.8K- 57.05% |
$1.16M - $1.2M
|
39K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-156K- 50.27% |
$3.5M - $3.6M
|
154K
$3.49M
|