Latest Institutional Transactions on Etfis Ser Tr I (PFFA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$219K - $239K
|
11.2K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.6K+ 275.53% |
$537K - $587K
|
37.6K
$796K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76K+ 7.46% |
$34.2K - $37.4K
|
25.3K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 18.98% |
$226K - $247K
|
72.6K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-23.5K- 34.69% |
$458K - $501K
|
44.2K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.19K- 11.41% |
$140K - $153K
|
55.8K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
865+ 2.02% |
$16.9K - $18.4K
|
43.7K
$927K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
279+ 2.48% |
$5.44K - $5.95K
|
11.5K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
28.3K+ 22.72% |
$551K - $602K
|
153K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$19.5 - $21.3
|
26
$551
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7- 2.28% |
$136 - $149
|
300
$6.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
680+ 4.59% |
$13.3K - $14.5K
|
15.5K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.97K+ 10.62% |
$57.8K - $63.2K
|
30.9K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
483+ 0.2% |
$9.41K - $10.3K
|
245K
$5.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$39 - $42.6
|
6.1K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
128+ 0.13% |
$2.49K - $2.73K
|
95.1K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.7K+ 7.7% |
$72.2K - $78.9K
|
51.8K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 6.19% |
$23.6K - $25.8K
|
20.8K
$441K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
44.7K+ 38.7% |
$871K - $952K
|
160K
$3.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 99.81% |
$20.3K - $22.2K
|
2
$42.4
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310+ 1.22% |
$6.04K - $6.61K
|
25.8K
$546K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-97.4K- 53.2% |
$1.9M - $2.08M
|
85.7K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.07MNew |
$40.3M - $44.1M
|
2.07M
$43.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
15+ 0.07% |
$292 - $320
|
21.4K
$454K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-19.3K- 5.86% |
$409K - $430K
|
310K
$6.56M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
135+ 62.21% |
$2.86K - $3.01K
|
352
$7.46K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
103KNew |
$2.19M - $2.3M
|
103K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.9K+ 4.32% |
$803K - $844K
|
914K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 2.51% |
$68.4K - $72K
|
132K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.23% |
$106 - $112
|
2.21K
$46.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58K+ 15.37% |
$33.6K - $35.3K
|
11.9K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.96K- 2.11% |
$62.9K - $66.1K
|
138K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17.8K+ 23.9% |
$377K - $396K
|
92.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-781- 3.37% |
$16.6K - $17.4K
|
22.4K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-4.41KClosed |
$93.5K - $98.3K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.1% |
$170 - $178
|
8.29K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.2KNew |
$809K - $851K
|
38.2K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
116K+ 649.63% |
$2.46M - $2.59M
|
134K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 158.32% |
$785K - $825K
|
60.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-150- 1.08% |
$3.18K - $3.35K
|
13.8K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10.8K+ 77.7% |
$229K - $241K
|
24.7K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-95.5K- 99.89% |
$2.03M - $2.13M
|
102
$2.16K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
20KNew |
$424K - $446K
|
20K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.05K- 2.15% |
$22.3K - $23.5K
|
47.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-471- 0.14% |
$9.99K - $10.5K
|
345K
$7.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.4KNew |
$347K - $365K
|
16.4K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.1K+ 20.02% |
$44.5K - $46.8K
|
12.6K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.24K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 2.39% |
$276 - $290
|
557
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.5K+ 26.24% |
$541K - $569K
|
123K
$2.6M
|
|