Institutional Ownership Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,266,748
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2024
Added 16.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
743,196
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2024
Added 7.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
672,326
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Added 228.37%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 14, 2024 Q1 2024 |
473,039
shares
|
$10.1 Million
1.45% of portfolio
|
Q3 2023
Added 234.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
314,546
shares
|
$6.73 Million
0.03% of portfolio
|
Q1 2024
Added 8.0%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 14, 2024 Q1 2024 |
286,270
shares
|
$6.12 Million
1.59% of portfolio
|
Q1 2024
Added 22.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
247,410
shares
|
$5.29 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.56%
|
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
214,557
shares
|
$4.59 Million
0.37% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
204,607
shares
|
$4.38 Million
0.05% of portfolio
|
Q1 2024
Added 313.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
182,143
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2024
Added 10.29%
|
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
174,617
shares
|
$3.74 Million
0.89% of portfolio
|
Q1 2024
Added 17.46%
|
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
173,181
shares
|
$3.7 Million
0.1% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
131,410
shares
|
$2.81 Million
0.11% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
119,101
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2024
Added 70.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
108,043
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2024
Added 54.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
93,315
shares
|
$2 Million
0.01% of portfolio
|
Q1 2024
Added 29.4%
|
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
92,867
shares
|
$1.99 Million
0.22% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
90,981
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2024
Added 35.0%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
89,538
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2024
Added 8.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
79,587
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2024
Added 10.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
76,964
shares
|
$1.65 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
74,814
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
74,498
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
73,841
shares
|
$1.58 Million
0.76% of portfolio
|
Q1 2024
Added 3.66%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
72,115
shares
|
$1.54 Million
0.81% of portfolio
|
Q1 2023
Added 57.18%
|
|