Purchases and Sales Made in Q1 2025 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.82K+ 3.06% |
$59.8K - $62.8K
|
95K
$2.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41K+ 3.98% |
$51.1K - $53.7K
|
62.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.1K+ 20.02% |
$44.5K - $46.8K
|
12.6K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.1K+ 10.85% |
$44.4K - $46.7K
|
21.4K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$42.4K - $44.6K
|
2K
$42.2K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.94K+ 1.89% |
$41K - $43.2K
|
104K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 7.14% |
$36K - $37.8K
|
25.5K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58K+ 15.37% |
$33.6K - $35.3K
|
11.9K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.55K+ 0.64% |
$32.9K - $34.6K
|
244K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 39.74% |
$31.4K - $33K
|
5.21K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.28K+ 2.58% |
$27.1K - $28.5K
|
50.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$23.3K - $24.5K
|
1.1K
$23.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 7.54% |
$21.2K - $22.3K
|
14.3K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
982+ 45.74% |
$20.8K - $21.9K
|
3.13K
$66.1K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
699+ 0.82% |
$14.8K - $15.6K
|
85.6K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
652+ 2.85% |
$13.8K - $14.5K
|
23.5K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
500+ 5.45% |
$10.6K - $11.2K
|
9.68K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
419New |
$8.89K - $9.34K
|
419
$8.85K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
363+ 1.72% |
$7.7K - $8.09K
|
21.5K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
333+ 16650.0% |
$7.06K - $7.43K
|
335
$7.08K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
257+ 2.34% |
$5.45K - $5.73K
|
11.2K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$4.77K - $5.02K
|
225
$4.75K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
206+ 1.72% |
$4.37K - $4.59K
|
12.2K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.22K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$4.24K - $4.46K
|
200
$4.22K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150+ 15000.0% |
$3.18K - $3.35K
|
151
$3.19K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
135+ 62.21% |
$2.86K - $3.01K
|
352
$7.43K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29+ 1.04% |
$615 - $647
|
2.81K
$59.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24+ 2.4% |
$509 - $535
|
1.03K
$21.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.25% |
$488 - $513
|
1.05K
$22.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.26% |
$339 - $357
|
6.1K
$129K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.55% |
$339 - $357
|
1.05K
$22.1K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 2.39% |
$276 - $290
|
557
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.1% |
$170 - $178
|
8.29K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 2.33% |
$148 - $156
|
307
$6.48K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 2.27% |
$148 - $156
|
315
$6.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.05% |
$106 - $112
|
10.3K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.23% |
$106 - $112
|
2.21K
$46.6K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 2.22% |
$63.6 - $66.9
|
138
$2.91K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2+ 0.01% |
$42.4 - $44.6
|
22K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.85% |
$21.2 - $22.3
|
55
$1.16K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 6.96% |
$170 - $178
|
107
$2.26K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-150- 1.08% |
$3.18K - $3.35K
|
13.8K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-241- 21.12% |
$5.11K - $5.37K
|
900
$19K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-443- 4.06% |
$9.4K - $9.88K
|
10.5K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-471- 0.14% |
$9.99K - $10.5K
|
345K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-631- 1.16% |
$13.4K - $14.1K
|
53.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-781- 3.37% |
$16.6K - $17.4K
|
22.4K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.05K- 2.15% |
$22.3K - $23.5K
|
47.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.05K- 2.15% |
$22.3K - $23.5K
|
47.9K
$1.01M
|