Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
799K+ 162.97% |
$18.1M - $18.5M
|
1.29M
$29.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
292K+ 8.68% |
$6.62M - $6.77M
|
3.66M
$84.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
217K+ 2211.0% |
$4.91M - $5.03M
|
226K
$5.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
178K+ 58.79% |
$4.04M - $4.13M
|
481K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
176K+ 12.61% |
$3.99M - $4.08M
|
1.57M
$36.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
133KNew |
$3.02M - $3.09M
|
133K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1KNew |
$1.18M - $1.21M
|
52.1K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.4K+ 11.28% |
$1.12M - $1.15M
|
487K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.1K+ 25.11% |
$956K - $978K
|
210K
$4.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
37KNew |
$838K - $857K
|
37K
$853K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28.8K+ 28.11% |
$653K - $668K
|
131K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.9KNew |
$428K - $437K
|
18.9K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.8K+ 200.39% |
$404K - $414K
|
26.7K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
17.3K+ 128.49% |
$391K - $400K
|
30.7K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 41.05% |
$372K - $381K
|
56.4K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 7.74% |
$319K - $326K
|
196K
$4.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$244K - $250K
|
10.8K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.83K+ 30.96% |
$155K - $158K
|
28.9K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.29K+ 39.02% |
$143K - $146K
|
22.4K
$517K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.53K+ 31.92% |
$125K - $128K
|
22.8K
$527K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.82K+ 3.89% |
$109K - $112K
|
129K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.53K+ 29.64% |
$80.1K - $81.9K
|
15.4K
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.4K+ 0.39% |
$54.5K - $55.7K
|
625K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27KNew |
$28.7K - $29.3K
|
1.27K
$29.2K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.21K+ 1.18% |
$27.4K - $28K
|
104K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.12K+ 2.02% |
$25.3K - $25.9K
|
56.5K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
708+ 146.89% |
$16.1K - $16.4K
|
1.19K
$27.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
412+ 41.32% |
$9.34K - $9.56K
|
1.41K
$32.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
219+ 1.59% |
$4.97K - $5.08K
|
14K
$322K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
192+ 0.62% |
$4.35K - $4.45K
|
31.2K
$720K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
99+ 22.0% |
$2.25K - $2.3K
|
549
$12.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 1.33% |
$204 - $209
|
688
$15.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$22.7 - $23.2
|
2
$46.1
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 1.39% |
$90.7 - $92.8
|
284
$6.55K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-100- 41.15% |
$2.27K - $2.32K
|
143
$3.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-489- 2.74% |
$11.1K - $11.3K
|
17.4K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-735- 5.42% |
$16.7K - $17.1K
|
12.8K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-897- 3.87% |
$20.3K - $20.8K
|
22.3K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 63.26% |
$23.4K - $24K
|
600
$13.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.1K- 2.71% |
$24.9K - $25.5K
|
39.5K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.19K- 34.32% |
$49.6K - $50.8K
|
4.19K
$96.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.43K- 3.39% |
$55.1K - $56.4K
|
69.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.47K- 4.57% |
$56K - $57.3K
|
51.6K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-3.35K- 13.52% |
$76K - $77.7K
|
21.4K
$494K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.51K- 10.34% |
$79.6K - $81.5K
|
30.4K
$702K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.4K- 4.32% |
$145K - $148K
|
142K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.75K- 1.04% |
$176K - $180K
|
735K
$17M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-30.2K- 76.07% |
$685K - $700K
|
9.5K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 20.27% |
$2.59M - $2.65M
|
449K
$10.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-217K- 95.67% |
$4.91M - $5.03M
|
9.8K
$226K
|
|