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 155 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $228 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
12,000
shares
|
$264,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,000
shares
|
$264,840
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,800
shares
|
$260,426
0.16% of portfolio
|
Q3 2024
Added 5.36%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,352
shares
|
$250,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,192
shares
|
$247,007
0.0% of portfolio
|
Q3 2024
Added 17.27%
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
11,127
shares
|
$245,572
0.17% of portfolio
|
Q3 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,014
shares
|
$243,078
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,972
shares
|
$242,152
0.04% of portfolio
|
Q4 2024
Added 2.26%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,739
shares
|
$237,009
0.0% of portfolio
|
Q3 2024
Added 20.79%
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
10,719
shares
|
$236,568
0.03% of portfolio
|
Q4 2024
New holding
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
10,297
shares
|
$227,254
0.14% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,249
shares
|
$226,195
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,223
shares
|
$225,621
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$220,700
0.03% of portfolio
|
Q2 2023
New holding
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$220,700
0.14% of portfolio
|
Q3 2024
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,960
shares
|
$219,817
0.0% of portfolio
|
Q1 2024
Added 5007.69%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
9,896
shares
|
$218,404
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
9,687
shares
|
$213,792
0.02% of portfolio
|
Q3 2024
New holding
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,642
shares
|
$212,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,465
shares
|
$208,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
9,441
shares
|
$208,362
0.03% of portfolio
|
Q4 2024
New holding
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
9,178
shares
|
$202,558
0.13% of portfolio
|
Q4 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,274
shares
|
$182,607
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,500
shares
|
$143,455
0.01% of portfolio
|
Q2 2020
Closed
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
6,423
shares
|
$141,755
0.06% of portfolio
|
Q4 2024
Added 18.72%
|