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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.65K+ 39.41% |
$119K - $133K
|
12.9K
$494K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.22K+ 36.16% |
$105K - $117K
|
12.1K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.12KNew |
$102K - $114K
|
3.12K
$119K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2.96K+ 58.1% |
$96.7K - $108K
|
8.06K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.7K+ 2.01% |
$88.1K - $98.3K
|
137K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.68KNew |
$87.6K - $97.7K
|
2.68K
$103K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.48K+ 2.27% |
$80.9K - $90.2K
|
112K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.39K+ 1.06% |
$78K - $87K
|
228K
$8.72M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.34K+ 18.46% |
$76.5K - $85.4K
|
15K
$576K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.96K+ 3.37% |
$64K - $71.4K
|
60.2K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 289.77% |
$58.3K - $65K
|
2.4K
$92K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.56K+ 2.32% |
$50.8K - $56.6K
|
68.5K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.27KNew |
$41.5K - $46.3K
|
1.27K
$48.7K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 0.57% |
$33.8K - $37.7K
|
181K
$6.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.04K+ 17.14% |
$33.8K - $37.7K
|
7.08K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
910+ 0.68% |
$29.7K - $33.2K
|
135K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
760+ 31.5% |
$24.8K - $27.7K
|
3.17K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
733+ 2.44% |
$23.9K - $26.7K
|
30.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
678+ 6.61% |
$22.1K - $24.7K
|
10.9K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
534+ 628.24% |
$17.4K - $19.5K
|
619
$23.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
526+ 0.2% |
$17.2K - $19.2K
|
258K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
515+ 24.42% |
$16.8K - $18.8K
|
2.62K
$101K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
496+ 122.77% |
$16.2K - $18.1K
|
900
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 4.24% |
$10.6K - $11.8K
|
7.97K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$6.53K - $7.29K
|
200
$7.66K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193New |
$6.3K - $7.03K
|
193
$7.39K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$6.01K - $6.7K
|
184
$7.05K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
75New |
$2.45K - $2.73K
|
75
$2.87K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$1.96K - $2.19K
|
60
$2.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
37+ 0.43% |
$1.21K - $1.35K
|
8.66K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
32+ 5.33% |
$1.05K - $1.17K
|
632
$24.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
28+ 0.04% |
$914 - $1.02K
|
78.3K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.05% |
$490 - $546
|
29.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.09% |
$392 - $437
|
13.7K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53- 0.36% |
$1.73K - $1.93K
|
14.7K
$564K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-160- 0.5% |
$5.23K - $5.83K
|
32.1K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-176- 1.09% |
$5.75K - $6.41K
|
16K
$614K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210- 3.68% |
$6.86K - $7.65K
|
5.5K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 4.79% |
$7.09K - $7.91K
|
4.31K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-266- 2.49% |
$8.69K - $9.69K
|
10.4K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-326- 2.53% |
$10.6K - $11.9K
|
12.6K
$482K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-357- 1.85% |
$11.7K - $13K
|
18.9K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-461- 0.76% |
$15.1K - $16.8K
|
60.6K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-481- 23.95% |
$15.7K - $17.5K
|
1.53K
$58.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-672- 11.22% |
$21.9K - $24.5K
|
5.32K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-792- 6.97% |
$25.9K - $28.9K
|
10.6K
$405K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 5.36% |
$33.1K - $37K
|
17.9K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.56K- 0.3% |
$51K - $56.9K
|
516K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.58K- 22.6% |
$84.3K - $94K
|
8.84K
$339K
|