Purchases and Sales Made in Q1 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
468K+ 228.37% |
$9.61M - $9.9M
|
672K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 16.54% |
$3.7M - $3.81M
|
1.27M
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155K+ 313.38% |
$3.19M - $3.28M
|
205K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77KNew |
$1.58M - $1.63M
|
77K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.6KNew |
$1.18M - $1.22M
|
57.6K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
57.5K+ 1099.89% |
$1.18M - $1.22M
|
62.8K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.1K+ 7.7% |
$1.09M - $1.13M
|
743K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
51.6K+ 22.0% |
$1.06M - $1.09M
|
286K
$6.46M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.3K+ 70.59% |
$1.01M - $1.04M
|
119K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
38.5K+ 12820.0% |
$790K - $814K
|
38.8K
$874K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 54.89% |
$787K - $811K
|
108K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.7KNew |
$609K - $628K
|
29.7K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.5K+ 77.15% |
$565K - $582K
|
63.2K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
26K+ 17.46% |
$533K - $549K
|
175K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5KNew |
$503K - $519K
|
24.5K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.6K+ 35.0% |
$485K - $499K
|
91K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 8.0% |
$479K - $493K
|
315K
$7.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
22.8KNew |
$468K - $482K
|
22.8K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 29.4% |
$436K - $449K
|
93.3K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20.8K+ 10.76% |
$428K - $441K
|
215K
$4.84M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.9KNew |
$389K - $400K
|
18.9K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17K+ 10.29% |
$349K - $360K
|
182K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 100.4% |
$256K - $264K
|
24.9K
$561K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$247K - $254K
|
12K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$213K - $219K
|
10.4K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.77K+ 5007.69% |
$201K - $207K
|
9.96K
$225K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.19K+ 16.7% |
$168K - $173K
|
57.2K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.66K+ 10.64% |
$157K - $162K
|
79.6K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.06K+ 4.25% |
$145K - $149K
|
173K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.95K+ 8.42% |
$143K - $147K
|
89.5K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.5K+ 23.65% |
$113K - $116K
|
28.7K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.13K+ 30.0% |
$105K - $109K
|
22.2K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.02K+ 182.26% |
$62.1K - $63.9K
|
4.68K
$105K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.69KNew |
$55.3K - $57K
|
2.69K
$60.7K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.6K+ 3.66% |
$53.5K - $55.1K
|
73.8K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.23K+ 12.52% |
$45.7K - $47.1K
|
20K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.21K+ 2.43% |
$45.3K - $46.7K
|
92.9K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.18K+ 6.61% |
$44.8K - $46.2K
|
35.2K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 10.47% |
$40.7K - $41.9K
|
20.9K
$471K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.71K+ 242.78% |
$35.2K - $36.3K
|
2.42K
$54.6K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 40.56% |
$32.9K - $33.9K
|
5.55K
$125K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 40.56% |
$32.9K - $33.9K
|
5.55K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$20.6K - $21.2K
|
1K
$22.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 111.11% |
$20.6K - $21.2K
|
1.9K
$42.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
952+ 24.57% |
$19.6K - $20.2K
|
4.83K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
800+ 4.55% |
$16.4K - $16.9K
|
18.4K
$415K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
770+ 0.59% |
$15.8K - $16.3K
|
131K
$2.96M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
529New |
$10.9K - $11.2K
|
529
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
508New |
$10.4K - $10.8K
|
508
$11.5K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
472+ 1.03% |
$9.7K - $9.99K
|
46.3K
$1.05M
|