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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$684K - $748K
|
35.1K
$756K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2K+ 12.71% |
$23.4K - $25.6K
|
10.6K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$333K - $364K
|
17.1K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-552- 23.7% |
$10.8K - $11.8K
|
1.78K
$38.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 6.19% |
$23.6K - $25.8K
|
20.8K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.07MNew |
$40.3M - $44.1M
|
2.07M
$44.6M
|
|
| Q1 2025 | |||||||
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
135+ 62.21% |
$2.86K - $3.01K
|
352
$7.59K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-95.5K- 99.89% |
$2.03M - $2.13M
|
102
$2.2K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
20KNew |
$424K - $446K
|
20K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-781- 3.37% |
$16.6K - $17.4K
|
22.4K
$482K
|
|
|
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
$226K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.31K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
982+ 45.74% |
$20.8K - $21.9K
|
3.13K
$67.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-241- 21.12% |
$5.11K - $5.37K
|
900
$19.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 2.27% |
$148 - $156
|
315
$6.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$224K - $235K
|
10.5K
$227K
|
|
|
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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434K- 97.83% |
$9.21M - $9.69M
|
9.62K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.05% |
$106 - $112
|
10.3K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
30.1KNew |
$638K - $670K
|
30.1K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$23.3K - $24.5K
|
1.1K
$23.7K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$4.77K - $5.02K
|
225
$4.85K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.55% |
$339 - $357
|
1.05K
$22.5K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.84KNew |
$106K - $112K
|
4.84K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.3KNew |
$421K - $448K
|
19.3K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.8K- 52.97% |
$236K - $251K
|
9.62K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79+ 39.11% |
$1.72K - $1.83K
|
281
$6.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27KNew |
$590K - $627K
|
27K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 1.75% |
$3.71K - $3.95K
|
9.86K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
190New |
$4.15K - $4.41K
|
190
$4.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 30.08% |
$73.4K - $78.1K
|
14.6K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
201+ 7.45% |
$4.39K - $4.67K
|
2.9K
$62.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.08% |
$43.6 - $46.4
|
98
$2.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15KNew |
$327K - $348K
|
15K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.6K+ 29.87% |
$100K - $107K
|
20K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.7KNew |
$234K - $249K
|
10.7K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
32New |
$698 - $743
|
32
$690
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
380New |
$8.29K - $8.82K
|
380
$8.19K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$31.4K - $33.4K
|
1.44K
$31K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.8KNew |
$956K - $1.02M
|
43.8K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1KNew |
$395K - $420K
|
18.1K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$1.37K - $1.46K
|
63
$1.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.01K+ 18.72% |
$22.1K - $23.5K
|
6.42K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
165+ 36.67% |
$3.6K - $3.83K
|
615
$13.3K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
410New |
$8.95K - $9.52K
|
410
$8.84K
|
|