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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.25K- 0.96% |
$106K - $118K
|
336K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.33K- 7.92% |
$109K - $121K
|
38.7K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-3.4K- 10.3% |
$111K - $124K
|
29.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.12K- 14.96% |
$135K - $150K
|
23.4K
$898K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.39K- 94.89% |
$143K - $160K
|
236
$9.04K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.49K- 8.81% |
$147K - $163K
|
46.5K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.67K- 1.72% |
$152K - $170K
|
267K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 33.59% |
$194K - $217K
|
11.8K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.41K- 21.62% |
$209K - $233K
|
23.2K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.27K- 4.14% |
$270K - $301K
|
192K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.84K- 24.38% |
$289K - $322K
|
27.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.92K- 4.26% |
$324K - $361K
|
223K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 16.5% |
$388K - $433K
|
60.1K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 45.37% |
$487K - $543K
|
18K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17K- 27.68% |
$557K - $621K
|
44.5K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.6K- 12.77% |
$771K - $860K
|
161K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-26.8KClosed |
$874K - $975K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 80.06% |
$1.26M - $1.41M
|
9.62K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-51.6K- 12.36% |
$1.69M - $1.88M
|
366K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.7K- 4.72% |
$2.08M - $2.32M
|
1.28M
$49.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 71.18% |
$4.64M - $5.17M
|
57.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-641K- 51.96% |
$20.9M - $23.3M
|
592K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-750K- 78.6% |
$24.5M - $27.3M
|
204K
$7.82M
|