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 |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
13,763
shares
|
$294,941
0.0% of portfolio
|
Q2 2023
Reduced 4.18%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
13,405
shares
|
$287,269
0.03% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
11,516
shares
|
$246,787
0.03% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
10,623
shares
|
$227,650
0.08% of portfolio
|
Q4 2023
Reduced 33.36%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 01, 2024 Q1 2024 |
10,367
shares
|
$222,164
0.01% of portfolio
|
Q1 2024
New holding
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 08, 2024 Q1 2024 |
10,000
shares
|
$214,300
0.03% of portfolio
|
Q2 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
9,960
shares
|
$213,442
0.0% of portfolio
|
Q1 2024
Added 5007.69%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
9,922
shares
|
$212,628
0.0% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
9,751
shares
|
$208,963
0.06% of portfolio
|
Q1 2024
Added 1.13%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
8,260
shares
|
$177,011
0.0% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,500
shares
|
$139,295
0.01% of portfolio
|
Q2 2020
Closed
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,552
shares
|
$118,979
0.0% of portfolio
|
Q1 2024
Added 40.56%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
5,527
shares
|
$118,443
0.01% of portfolio
|
Q1 2024
Added 0.8%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
5,353
shares
|
$114,714
0.04% of portfolio
|
Q1 2024
Reduced 68.31%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
4,826
shares
|
$103,421
0.0% of portfolio
|
Q1 2024
Added 24.57%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
4,750
shares
|
$101,792
0.04% of portfolio
|
Q1 2024
Added 4.28%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
4,677
shares
|
$100,228
0.0% of portfolio
|
Q1 2024
Added 182.26%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
4,054
shares
|
$86,877
0.0% of portfolio
|
Q4 2023
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
3,879
shares
|
$83,126
0.0% of portfolio
|
Q1 2024
Added 0.18%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
3,847
shares
|
$82,441
0.03% of portfolio
|
Q3 2023
Reduced 69.85%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,602
shares
|
$77,190
0.0% of portfolio
|
Q1 2024
Added 5.26%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
3,472
shares
|
$74,404
0.01% of portfolio
|
Q2 2021
New holding
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
3,200
shares
|
$68,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
2,692
shares
|
$57,689
0.03% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,654
shares
|
$56,875
0.0% of portfolio
|
Q4 2023
Added 0.19%
|