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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 10.71% |
$29.8K - $32.5K
|
15.8K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
905+ 4.11% |
$17.6K - $19.3K
|
22.9K
$495K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.7K+ 39.03% |
$1.24M - $1.36M
|
227K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-22K- 45.89% |
$429K - $469K
|
25.9K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$1.95K - $2.13K
|
100
$2.16K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.41K+ 77.07% |
$183K - $200K
|
21.6K
$467K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 2.21% |
$4.13K - $4.52K
|
9.82K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-712- 11.8% |
$13.9K - $15.2K
|
5.32K
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-76.1K- 63.21% |
$1.48M - $1.62M
|
44.3K
$958K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2K+ 12.71% |
$23.4K - $25.6K
|
10.6K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
447KNew |
$8.72M - $9.53M
|
447K
$9.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$684K - $748K
|
35.1K
$759K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.58K+ 4.65% |
$50.3K - $55K
|
58K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$333K - $364K
|
17.1K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-552- 23.7% |
$10.8K - $11.8K
|
1.78K
$38.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.6K+ 275.53% |
$537K - $587K
|
37.6K
$812K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$219K - $239K
|
11.2K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
865+ 2.02% |
$16.9K - $18.4K
|
43.7K
$946K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.19K- 11.41% |
$140K - $153K
|
55.8K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-23.5K- 34.69% |
$458K - $501K
|
44.2K
$956K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76K+ 7.46% |
$34.2K - $37.4K
|
25.3K
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7- 2.28% |
$136 - $149
|
300
$6.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
680+ 4.59% |
$13.3K - $14.5K
|
15.5K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.97K+ 10.62% |
$57.8K - $63.2K
|
30.9K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.7K+ 7.7% |
$72.2K - $78.9K
|
51.8K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 6.19% |
$23.6K - $25.8K
|
20.8K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.07MNew |
$40.3M - $44.1M
|
2.07M
$44.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310+ 1.22% |
$6.04K - $6.61K
|
25.8K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
15+ 0.07% |
$292 - $320
|
21.4K
$463K
|
|
| Q1 2025 | |||||||
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
135+ 62.21% |
$2.86K - $3.01K
|
352
$7.61K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
103KNew |
$2.19M - $2.3M
|
103K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-95.5K- 99.89% |
$2.03M - $2.13M
|
102
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
20KNew |
$424K - $446K
|
20K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.23% |
$106 - $112
|
2.21K
$47.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-781- 3.37% |
$16.6K - $17.4K
|
22.4K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-4.41KClosed |
$93.5K - $98.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.5KNew |
$222K - $234K
|
10.5K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 2.39% |
$276 - $290
|
557
$12K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.32K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.32K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
982+ 45.74% |
$20.8K - $21.9K
|
3.13K
$67.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.1KNew |
$1.1M - $1.16M
|
52.1K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-241- 21.12% |
$5.11K - $5.37K
|
900
$19.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 2.27% |
$148 - $156
|
315
$6.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
72.6KNew |
$1.54M - $1.62M
|
72.6K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$224K - $235K
|
10.5K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10KNew |
$212K - $223K
|
10K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-631- 1.16% |
$13.4K - $14.1K
|
53.7K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
62.2KNew |
$1.32M - $1.39M
|
62.2K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.05% |
$106 - $112
|
10.3K
$223K
|
|