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 162 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
20,000
shares
|
$442,800
0.03% of portfolio
|
Q4 2024
Added 29.87%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
19,308
shares
|
$427,479
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
19,308
shares
|
$427,479
0.16% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,098
shares
|
$400,689
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
18,035
shares
|
$399,294
0.01% of portfolio
|
Q4 2024
Added 34.18%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
17,878
shares
|
$395,818
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,000
shares
|
$354,240
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
15,135
shares
|
$335,088
0.02% of portfolio
|
Q4 2024
Reduced 84.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
15,001
shares
|
$332,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
14,813
shares
|
$327,959
0.0% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,558
shares
|
$322,314
0.0% of portfolio
|
Q4 2024
Added 30.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,905
shares
|
$307,856
0.02% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,261
shares
|
$293,598
0.0% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,000
shares
|
$265,680
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
12,000
shares
|
$265,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,800
shares
|
$261,252
0.15% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,014
shares
|
$243,849
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,972
shares
|
$242,920
0.04% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
10,719
shares
|
$237,318
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,676
shares
|
$236,366
0.0% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,487
shares
|
$232,182
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,301
shares
|
$228,064
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
10,297
shares
|
$227,975
0.14% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,249
shares
|
$226,912
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$221,400
0.14% of portfolio
|
Q3 2024
New holding
|