Purchases and Sales Made in Q4 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
444KNew |
$9.69M - $10.3M
|
444K
$9.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
145K+ 426.62% |
$3.16M - $3.36M
|
179K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
79.6K+ 526.22% |
$1.74M - $1.85M
|
94.8K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
58.1K+ 19.8% |
$1.27M - $1.35M
|
351K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
50KNew |
$1.09M - $1.16M
|
50K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.9K+ 22.89% |
$1.07M - $1.14M
|
263K
$5.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.8KNew |
$956K - $1.02M
|
43.8K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.6K+ 69.03% |
$625K - $664K
|
70.1K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25.7KNew |
$561K - $597K
|
25.7K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18.6K+ 33.31% |
$405K - $431K
|
74.3K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1KNew |
$395K - $420K
|
18.1K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.8K+ 54.58% |
$302K - $321K
|
39.2K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.3K+ 42.03% |
$290K - $308K
|
44.9K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 37.07% |
$251K - $266K
|
42.5K
$937K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.7KNew |
$234K - $249K
|
10.7K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.44KNew |
$206K - $219K
|
9.44K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
9.18KNew |
$200K - $213K
|
9.18K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.02K+ 2.54% |
$131K - $140K
|
243K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.75K+ 11.83% |
$125K - $133K
|
54.3K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.7K+ 14.2% |
$124K - $132K
|
45.9K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.59K+ 34.18% |
$100K - $107K
|
18K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4.41KNew |
$96.1K - $102K
|
4.41K
$97.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 10.32% |
$91.5K - $97.3K
|
44.8K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.65K+ 4.13% |
$79.7K - $84.7K
|
92.1K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.26K+ 11.09% |
$49.4K - $52.5K
|
22.7K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$31.4K - $33.4K
|
1.44K
$31.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.37K+ 6.38% |
$29.9K - $31.8K
|
22.9K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$28.4K - $30.2K
|
1.3K
$28.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.03KNew |
$22.5K - $23.9K
|
1.03K
$22.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.01K+ 18.72% |
$22.1K - $23.5K
|
6.42K
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
842+ 2.21% |
$18.4K - $19.5K
|
38.9K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
460+ 0.26% |
$10K - $10.7K
|
178K
$3.94M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
410New |
$8.95K - $9.52K
|
410
$9.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
380New |
$8.29K - $8.82K
|
380
$8.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
242+ 2.26% |
$5.28K - $5.62K
|
11K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
220+ 28.17% |
$4.8K - $5.11K
|
1K
$22.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
207+ 1.76% |
$4.52K - $4.8K
|
12K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
165+ 36.67% |
$3.6K - $3.83K
|
615
$13.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
111+ 462.5% |
$2.42K - $2.58K
|
135
$2.98K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$1.37K - $1.46K
|
63
$1.39K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 2.88% |
$1.33K - $1.42K
|
2.18K
$48.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
32New |
$698 - $743
|
32
$706
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 2.23% |
$502 - $534
|
1.06K
$23.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.17% |
$131 - $139
|
3.5K
$77.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.85% |
$43.6 - $46.4
|
54
$1.19K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$21.8 - $23.2
|
25
$552
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-879- 1.73% |
$19.2K - $20.4K
|
50K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.27KClosed |
$27.8K - $29.5K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 5.12% |
$30.4K - $32.4K
|
25.8K
$570K
|