Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
249KNew |
$8.13M - $9.07M
|
249K
$9.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
244K+ 11.52% |
$7.95M - $8.87M
|
2.36M
$90.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
168K+ 29.05% |
$5.48M - $6.11M
|
746K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 18.72% |
$1.98M - $2.21M
|
385K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
55.1K+ 50.46% |
$1.8M - $2.01M
|
164K
$6.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54.4KNew |
$1.78M - $1.98M
|
54.4K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44.9KNew |
$1.47M - $1.64M
|
44.9K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
43.8K+ 118.57% |
$1.43M - $1.6M
|
80.8K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.5K+ 174.65% |
$1.42M - $1.59M
|
68.5K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38.8K+ 164.46% |
$1.27M - $1.41M
|
62.3K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
37.7KNew |
$1.23M - $1.38M
|
37.7K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
36.9K+ 8.04% |
$1.21M - $1.34M
|
496K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.99% |
$1.18M - $1.32M
|
941K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.3K+ 23.16% |
$1.12M - $1.25M
|
182K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32.8K+ 10.68% |
$1.07M - $1.19M
|
340K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
31.6K+ 14.53% |
$1.03M - $1.15M
|
249K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.4K+ 677.32% |
$1.03M - $1.14M
|
36K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 9.76% |
$998K - $1.11M
|
344K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.4KNew |
$991K - $1.11M
|
30.4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
29.9KNew |
$978K - $1.09M
|
29.9K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 216.78% |
$970K - $1.08M
|
43.4K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 107.86% |
$964K - $1.08M
|
56.9K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 14.26% |
$803K - $895K
|
197K
$7.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.4KNew |
$798K - $890K
|
24.4K
$936K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 14.57% |
$752K - $839K
|
181K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9KNew |
$681K - $760K
|
20.9K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.9K+ 18.78% |
$583K - $650K
|
113K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17.1K+ 9.73% |
$558K - $623K
|
193K
$7.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.4K+ 7.74% |
$470K - $525K
|
200K
$7.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 135.43% |
$454K - $507K
|
24.2K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3KNew |
$435K - $485K
|
13.3K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.8K+ 28.44% |
$418K - $466K
|
57.8K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.57% |
$410K - $457K
|
364K
$14M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.63K+ 4082.2% |
$315K - $351K
|
9.87K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.35K+ 2.62% |
$305K - $340K
|
366K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.9KNew |
$291K - $324K
|
8.9K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85K+ 2.06% |
$256K - $286K
|
390K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.7KNew |
$252K - $281K
|
7.7K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 65.06% |
$251K - $281K
|
19.5K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.54KNew |
$246K - $275K
|
7.54K
$289K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.86KNew |
$191K - $213K
|
5.86K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$190K - $212K
|
5.83K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.72K+ 8.28% |
$154K - $172K
|
61.7K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.67K+ 5.48% |
$152K - $170K
|
89.8K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.04K+ 2.14% |
$132K - $147K
|
193K
$7.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.01K+ 3.65% |
$131K - $146K
|
114K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 5.24% |
$127K - $142K
|
78.4K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.86K+ 12.24% |
$126K - $141K
|
35.4K
$1.36M
|