Purchases and Sales Made in Q1 2022 in Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM) during Q1 2022. The information is specifically focused on institutions that hold shares of EA SER TR FREEDOM 100 EMERGING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.27MNew |
$39.7M - $44.3M
|
1.27M
$43.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
400K+ 3616.71% |
$12.5M - $13.9M
|
411K
$14M
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
356KNew |
$11.1M - $12.4M
|
356K
$12.1M
|
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
121KNew |
$3.78M - $4.22M
|
121K
$4.12M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
64.1KNew |
$2M - $2.23M
|
64.1K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.9K+ 602.49% |
$1.24M - $1.39M
|
46.5K
$1.58M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 11.47% |
$971K - $1.08M
|
303K
$10.3M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.2K+ 18.12% |
$941K - $1.05M
|
197K
$6.69M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
22.3KNew |
$695K - $775K
|
22.3K
$758K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16.1K+ 19.72% |
$503K - $561K
|
98K
$3.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.5K+ 8.96% |
$359K - $401K
|
140K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.06K+ 102.11% |
$220K - $245K
|
14K
$475K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
6.86KNew |
$214K - $238K
|
6.86K
$233K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.13K+ 62.97% |
$191K - $213K
|
15.9K
$539K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.12KNew |
$191K - $213K
|
6.12K
$208K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.39K+ 28.39% |
$74.3K - $83K
|
10.8K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65K+ 21.34% |
$51.4K - $57.4K
|
9.38K
$319K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 12.49% |
$46.7K - $52.1K
|
13.5K
$459K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.34K+ 1.5% |
$41.9K - $46.7K
|
90.8K
$3.08M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.18K+ 365.02% |
$36.7K - $41K
|
1.5K
$51K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
957+ 765.6% |
$29.8K - $33.3K
|
1.08K
$36.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
729+ 574.02% |
$22.7K - $25.3K
|
856
$29.1K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
364+ 31.65% |
$11.3K - $12.7K
|
1.51K
$51.4K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
183+ 2.12% |
$5.7K - $6.36K
|
8.8K
$299K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$3.12K - $3.48K
|
100
$3.4K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.45% |
$93.5 - $104
|
210
$7.14K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-389Closed |
$12.1K - $13.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-608- 3.8% |
$18.9K - $21.1K
|
15.4K
$524K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-742- 11.23% |
$23.1K - $25.8K
|
5.87K
$199K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 99.91% |
$32.9K - $36.7K
|
1
$34
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 11.18% |
$106K - $119K
|
27.1K
$921K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5.85K- 33.39% |
$182K - $203K
|
11.7K
$397K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-15KClosed |
$466K - $520K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-98.1K- 69.37% |
$3.06M - $3.41M
|
43.3K
$1.47M
|