Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 230.75% |
$55.4K - $62.5K
|
2.65K
$89.6K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.69K+ 13.4% |
$50.7K - $57.2K
|
14.3K
$484K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.18K+ 2.23% |
$35.5K - $40K
|
54.3K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 15.71% |
$30.2K - $34.1K
|
7.42K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
911+ 0.53% |
$27.3K - $30.8K
|
174K
$5.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
770+ 6.59% |
$23.1K - $26.1K
|
12.5K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
738+ 8.89% |
$22.2K - $25K
|
9.04K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
711+ 56.47% |
$21.3K - $24.1K
|
1.97K
$66.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
616New |
$18.5K - $20.9K
|
616
$20.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 5.72% |
$9.79K - $11K
|
6.02K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
262+ 3.02% |
$7.87K - $8.87K
|
8.95K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
260+ 3.78% |
$7.81K - $8.8K
|
7.14K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
232New |
$6.96K - $7.85K
|
232
$7.86K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
217New |
$6.51K - $7.35K
|
217
$7.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184New |
$5.52K - $6.23K
|
184
$6.23K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
150+ 0.59% |
$4.5K - $5.08K
|
25.5K
$862K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
82+ 0.07% |
$2.46K - $2.78K
|
113K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.38% |
$1.35K - $1.52K
|
11.8K
$400K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.39% |
$811 - $914
|
1.97K
$66.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 20.0% |
$720 - $812
|
144
$4.88K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.06% |
$90.1 - $102
|
5.31K
$180K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-64- 0.72% |
$1.92K - $2.17K
|
8.83K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-75- 0.3% |
$2.25K - $2.54K
|
24.8K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.97% |
$3.81K - $4.3K
|
12.9K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149- 0.06% |
$4.47K - $5.04K
|
259K
$8.76M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149- 0.06% |
$4.47K - $5.04K
|
259K
$8.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-174- 0.16% |
$5.22K - $5.89K
|
110K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-237- 0.74% |
$7.11K - $8.02K
|
31.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-272- 0.14% |
$8.17K - $9.21K
|
190K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411- 99.76% |
$12.3K - $13.9K
|
1
$33.9
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-493- 2.65% |
$14.8K - $16.7K
|
18.1K
$612K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-533- 1.78% |
$16K - $18K
|
29.4K
$995K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-534- 1.78% |
$16K - $18.1K
|
29.4K
$995K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-670- 0.3% |
$20.1K - $22.7K
|
224K
$7.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.55K- 1.93% |
$46.6K - $52.5K
|
79.1K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.75K- 5.05% |
$52.6K - $59.3K
|
33K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.76K- 7.77% |
$82.8K - $93.4K
|
32.7K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.57K- 15.32% |
$107K - $121K
|
19.7K
$668K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.79K- 8.24% |
$144K - $162K
|
53.3K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.71K- 35.21% |
$201K - $227K
|
12.3K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-15.1K- 24.81% |
$453K - $511K
|
45.8K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.9K- 48.9% |
$748K - $844K
|
26.1K
$882K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.4K- 59.25% |
$823K - $928K
|
18.9K
$639K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-28.9K- 17.4% |
$868K - $979K
|
137K
$4.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-38K- 33.67% |
$1.14M - $1.29M
|
74.9K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.8K- 87.5% |
$1.41M - $1.59M
|
6.69K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.6K- 26.79% |
$1.52M - $1.71M
|
138K
$4.69M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-70.4K- 82.3% |
$2.11M - $2.38M
|
15.1K
$512K
|