Purchases and Sales Made in Q3 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
176KNew |
$3.68M - $4.03M
|
176K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
91.7KNew |
$1.92M - $2.11M
|
91.7K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27.5KNew |
$575K - $631K
|
27.5K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.4K+ 126.16% |
$469K - $515K
|
40.2K
$906K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 11.32% |
$455K - $499K
|
214K
$4.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 158.4% |
$402K - $441K
|
31.3K
$706K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
19K+ 6.93% |
$398K - $437K
|
293K
$6.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 12.59% |
$300K - $329K
|
128K
$2.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 30.52% |
$292K - $320K
|
59.6K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4KNew |
$281K - $309K
|
13.4K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 14.67% |
$271K - $298K
|
101K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$251K - $276K
|
12K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 39.21% |
$245K - $268K
|
41.5K
$935K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
11.1KNew |
$233K - $256K
|
11.1K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$225K - $247K
|
10.7K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 41.97% |
$198K - $218K
|
32K
$723K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.44K+ 3.69% |
$177K - $194K
|
237K
$5.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.07K+ 38.68% |
$148K - $162K
|
25.3K
$571K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.15K+ 24.17% |
$129K - $141K
|
31.6K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.57K+ 30.86% |
$74.7K - $82K
|
15.1K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.51K+ 2.01% |
$73.5K - $80.6K
|
178K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.56K+ 10.36% |
$53.5K - $58.7K
|
27.2K
$614K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.26K+ 6.31% |
$47.3K - $51.9K
|
38K
$858K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.95K+ 4.18% |
$40.8K - $44.7K
|
48.6K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.27KNew |
$26.7K - $29.3K
|
1.27K
$28.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$23K - $25.3K
|
1.1K
$24.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 50.18% |
$20.9K - $23K
|
2.99K
$67.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$20.9K - $23K
|
1K
$22.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$20.9K - $23K
|
1K
$22.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
550New |
$11.5K - $12.6K
|
550
$12.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
441+ 8.88% |
$9.23K - $10.1K
|
5.41K
$122K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
425+ 0.52% |
$8.9K - $9.77K
|
81.5K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
408+ 4.15% |
$8.54K - $9.38K
|
10.2K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
400+ 2.0% |
$8.38K - $9.19K
|
20.4K
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
258+ 9.81% |
$5.4K - $5.93K
|
2.89K
$65.1K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
184+ 0.41% |
$3.85K - $4.23K
|
45.1K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
116+ 0.54% |
$2.43K - $2.67K
|
21.5K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.09K - $2.3K
|
100
$2.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
72+ 0.73% |
$1.51K - $1.65K
|
9.9K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
48+ 2.32% |
$1.01K - $1.1K
|
2.12K
$47.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24New |
$503 - $552
|
24
$541
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 2.28% |
$482 - $529
|
1.03K
$23.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17+ 2.23% |
$356 - $391
|
781
$17.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.14% |
$105 - $115
|
3.49K
$78.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 3.23% |
$62.8 - $68.9
|
96
$2.16K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$41.9 - $46
|
5.08K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-335- 11.13% |
$7.01K - $7.7K
|
2.67K
$60.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-354- 75.0% |
$7.41K - $8.13K
|
118
$2.66K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 11.16% |
$24.9K - $27.3K
|
9.47K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 48.43% |
$39K - $42.8K
|
1.98K
$44.7K
|