Institutional Ownership Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
93,089
shares
|
$2.05 Million
0.21% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
92,135
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
86,769
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
83,821
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2024
Added 33.57%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
83,671
shares
|
$1.84 Million
0.86% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
81,502
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
74,319
shares
|
$1.64 Million
0.44% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
72,115
shares
|
$1.59 Million
0.81% of portfolio
|
Q1 2023
Added 57.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
70,095
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 69.03%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
67,777
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
61,239
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
60,240
shares
|
$1.33 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,580
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
55,524
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
54,307
shares
|
$1.2 Million
0.19% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
53,763
shares
|
$1.18 Million
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
50,405
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
50,036
shares
|
$1.1 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
50,012
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
45,866
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
45,085
shares
|
$993,222
0.9% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
44,880
shares
|
$988,706
0.01% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
44,819
shares
|
$987,362
0.0% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
43,800
shares
|
$964,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
43,534
shares
|
$959,054
0.03% of portfolio
|
Q3 2024
Added 2.1%
|