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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.5K+ 5.01% |
$224K - $235K
|
221K
$4.69M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.43K- 46.73% |
$179K - $188K
|
9.61K
$204K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.17K- 99.36% |
$45.9K - $48.3K
|
14
$297
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
72.6KNew |
$1.54M - $1.62M
|
72.6K
$1.54M
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5.43K+ 14.97% |
$115K - $121K
|
41.7K
$883K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.3K- 14.2% |
$537K - $565K
|
153K
$3.24M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 66.11% |
$1.38M - $1.45M
|
163K
$3.46M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.05K- 2.15% |
$22.3K - $23.5K
|
47.9K
$1.02M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.59KNew |
$203K - $214K
|
9.59K
$203K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.72K+ 79.61% |
$142K - $150K
|
15.2K
$321K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
206+ 1.72% |
$4.37K - $4.59K
|
12.2K
$259K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$224K - $235K
|
10.5K
$223K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24+ 2.4% |
$509 - $535
|
1.03K
$21.7K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10KNew |
$212K - $223K
|
10K
$212K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
251K+ 99.97% |
$5.32M - $5.6M
|
502K
$10.6M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
62.2KNew |
$1.32M - $1.39M
|
62.2K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 7.54% |
$21.2K - $22.3K
|
14.3K
$302K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-631- 1.16% |
$13.4K - $14.1K
|
53.7K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.3KNew |
$282K - $296K
|
13.3K
$282K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.05% |
$106 - $112
|
10.3K
$218K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434K- 97.83% |
$9.21M - $9.69M
|
9.62K
$204K
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
30.1KNew |
$638K - $670K
|
30.1K
$637K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$23.3K - $24.5K
|
1.1K
$23.3K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$4.77K - $5.02K
|
225
$4.77K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.4K+ 71.86% |
$1.07M - $1.12M
|
120K
$2.55M
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.55% |
$339 - $357
|
1.05K
$22.2K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.2K- 12.29% |
$1.84M - $1.95M
|
601K
$12.7M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
32.9KNew |
$717K - $763K
|
32.9K
$697K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.84KNew |
$106K - $112K
|
4.84K
$103K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.19K- 5.03% |
$47.8K - $50.9K
|
41.3K
$876K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.3KNew |
$421K - $448K
|
19.3K
$409K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 92.86% |
$3.03M - $3.22M
|
10.7K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
76.4KNew |
$1.67M - $1.77M
|
76.4K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.8K- 52.97% |
$236K - $251K
|
9.62K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27KNew |
$590K - $627K
|
27K
$573K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79+ 39.11% |
$1.72K - $1.83K
|
281
$5.96K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 90.2% |
$324K - $344K
|
31.3K
$663K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-66.9K- 22.41% |
$1.46M - $1.55M
|
232K
$4.91M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 1.75% |
$3.71K - $3.95K
|
9.86K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.86K- 10.43% |
$40.7K - $43.2K
|
16K
$339K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$106K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 27.79% |
$23.5K - $25K
|
2.8K
$59.4K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
190New |
$4.15K - $4.41K
|
190
$4.03K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 30.08% |
$73.4K - $78.1K
|
14.6K
$309K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
48.5K+ 52.86% |
$1.06M - $1.12M
|
140K
$2.97M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
201+ 7.45% |
$4.39K - $4.67K
|
2.9K
$61.5K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.08% |
$43.6 - $46.4
|
98
$2.08K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15KNew |
$327K - $348K
|
15K
$318K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
612New |
$13.4K - $14.2K
|
612
$13K
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-79.6K- 84.03% |
$1.74M - $1.85M
|
15.1K
$321K
|