Purchases and Sales Made in Q2 2025 in Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT) during Q2 2025. The information is specifically focused on institutions that hold shares of ETFIS SER TR I VIRTUS NEWFLEET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
303KNew |
$6.67M - $6.91M
|
303K
$6.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
171K+ 5.35% |
$3.76M - $3.9M
|
3.36M
$77.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 39.06% |
$3.48M - $3.61M
|
563K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
151K+ 12.13% |
$3.32M - $3.44M
|
1.4M
$32.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 41.16% |
$3.15M - $3.26M
|
490K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
82.4K+ 15.26% |
$1.81M - $1.88M
|
622K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.7K+ 12.52% |
$1.07M - $1.11M
|
438K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
33.9KNew |
$748K - $775K
|
33.9K
$783K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.7K+ 37.03% |
$610K - $632K
|
102K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 14.52% |
$469K - $486K
|
168K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12K+ 42.76% |
$264K - $274K
|
40K
$923K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.9K+ 118.04% |
$263K - $273K
|
22.1K
$509K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.8KNew |
$216K - $224K
|
9.8K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.9K+ 17.12% |
$174K - $180K
|
54K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
5.62K+ 2.92% |
$124K - $128K
|
198K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.51K+ 3.63% |
$55.3K - $57.3K
|
71.7K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35KNew |
$29.7K - $30.8K
|
1.35K
$31.1K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35KNew |
$29.7K - $30.8K
|
1.35K
$31.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 2.45% |
$29.2K - $30.2K
|
55.3K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.13K+ 6.99% |
$24.9K - $25.8K
|
17.3K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
997New |
$22K - $22.8K
|
997
$23K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
482New |
$10.6K - $11K
|
482
$11.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
358+ 35800.0% |
$7.89K - $8.17K
|
359
$8.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
270New |
$5.95K - $6.16K
|
270
$6.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
264+ 63.61% |
$5.82K - $6.03K
|
679
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
243New |
$5.35K - $5.55K
|
243
$5.61K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
235+ 1.74% |
$5.18K - $5.37K
|
13.7K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
179New |
$3.94K - $4.09K
|
179
$4.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.16% |
$220 - $228
|
6.38K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$22 - $22.8
|
1
$23.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-73- 0.41% |
$1.61K - $1.67K
|
17.9K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-155- 0.38% |
$3.41K - $3.54K
|
40.6K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-583- 1.85% |
$12.8K - $13.3K
|
31K
$715K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-612- 0.59% |
$13.5K - $14K
|
103K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-637- 2.68% |
$14K - $14.5K
|
23.2K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.54K- 14.72% |
$33.8K - $35.1K
|
8.9K
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.82K- 6.85% |
$40.1K - $41.6K
|
24.8K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.26K- 1.79% |
$49.8K - $51.6K
|
124K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.21K- 19.12% |
$70.6K - $73.2K
|
13.6K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.23K- 20.78% |
$93.1K - $96.5K
|
16.1K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.33K- 2.85% |
$117K - $122K
|
182K
$4.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.66K- 5.53% |
$191K - $198K
|
148K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.46K- 46.66% |
$208K - $216K
|
10.8K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35K- 66.61% |
$771K - $799K
|
17.5K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.3K- 4.78% |
$823K - $853K
|
743K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-91.2K- 69.69% |
$2.01M - $2.08M
|
39.7K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140K- 25.66% |
$3.08M - $3.19M
|
405K
$9.34M
|
|