Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.85M+ 997.29% |
$50.5M - $57.5M
|
2.04M
$67.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
198KNew |
$5.4M - $6.15M
|
198K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 316.61% |
$3.71M - $4.22M
|
179K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
113K+ 926.04% |
$3.08M - $3.51M
|
125K
$4.16M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
112KNew |
$3.06M - $3.49M
|
112K
$3.73M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
109KNew |
$2.96M - $3.37M
|
109K
$3.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
90.2KNew |
$2.46M - $2.8M
|
90.2K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.8K+ 1207.39% |
$2.12M - $2.42M
|
84.2K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
64.8K+ 121.36% |
$1.77M - $2.01M
|
118K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.3K+ 182.62% |
$1.37M - $1.56M
|
77.9K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48KNew |
$1.31M - $1.49M
|
48K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 181.24% |
$1.26M - $1.43M
|
71.6K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
45.7K+ 2.82% |
$1.25M - $1.42M
|
1.67M
$55.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.6K+ 48.05% |
$1.11M - $1.26M
|
125K
$4.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
39.9KNew |
$1.09M - $1.24M
|
39.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
33.2K+ 71.0% |
$906K - $1.03M
|
80K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29.7K+ 122.44% |
$810K - $922K
|
54K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
28.4KNew |
$774K - $881K
|
28.4K
$943K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.8K+ 131.62% |
$757K - $862K
|
48.9K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
27KNew |
$736K - $838K
|
27K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 3.48% |
$669K - $762K
|
730K
$24.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1KNew |
$629K - $716K
|
23.1K
$766K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18.8K+ 20.75% |
$514K - $585K
|
110K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5KNew |
$477K - $543K
|
17.5K
$581K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.3KNew |
$391K - $445K
|
14.3K
$476K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 19.63% |
$369K - $420K
|
82.5K
$2.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3KNew |
$363K - $413K
|
13.3K
$442K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13K+ 12.64% |
$354K - $403K
|
116K
$3.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 3.92% |
$346K - $394K
|
337K
$11.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12KNew |
$329K - $374K
|
12K
$400K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
10.1K+ 17.89% |
$275K - $313K
|
66.5K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54K+ 3.03% |
$260K - $296K
|
325K
$10.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.79K+ 35.57% |
$185K - $211K
|
25.9K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.63K+ 10.46% |
$154K - $175K
|
59.5K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.67K+ 46.08% |
$100K - $114K
|
11.6K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.64K+ 40.03% |
$99.2K - $113K
|
12.7K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.6K+ 1.84% |
$98.2K - $112K
|
199K
$6.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2.73K+ 13.04% |
$74.3K - $84.6K
|
23.6K
$785K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.66K+ 0.61% |
$72.5K - $82.5K
|
439K
$14.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.55K+ 29.68% |
$69.5K - $79.1K
|
11.1K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.28K+ 2.12% |
$62K - $70.6K
|
110K
$3.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.81K+ 356.61% |
$49.3K - $56.1K
|
2.32K
$76.9K
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.6K+ 13.32% |
$43.6K - $49.7K
|
13.6K
$452K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.44K+ 3.09% |
$39.4K - $44.8K
|
48.2K
$1.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.21K+ 16.22% |
$33K - $37.6K
|
8.67K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.02K+ 1.2% |
$27.8K - $31.7K
|
85.7K
$2.85M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
863+ 31.16% |
$23.5K - $26.8K
|
3.63K
$121K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
786+ 1.08% |
$21.4K - $24.4K
|
73.6K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
592+ 6.56% |
$16.1K - $18.4K
|
9.62K
$319K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
439+ 0.9% |
$12K - $13.6K
|
49K
$1.63M
|