Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
812KNew |
$23.4M - $26.4M
|
812K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
664K+ 32.56% |
$19.1M - $21.6M
|
2.7M
$91.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
475K+ 3941.11% |
$13.7M - $15.4M
|
487K
$16.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
193KNew |
$5.56M - $6.29M
|
193K
$6.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
128KNew |
$3.69M - $4.17M
|
128K
$4.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65K+ 133.07% |
$1.87M - $2.12M
|
114K
$3.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
46.1K+ 2.77% |
$1.33M - $1.5M
|
1.71M
$58M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
42.1K+ 36.36% |
$1.21M - $1.37M
|
158K
$5.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
40KNew |
$1.15M - $1.3M
|
40K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
31.5KNew |
$907K - $1.03M
|
31.5K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.5K+ 24.35% |
$877K - $992K
|
156K
$5.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.1KNew |
$865K - $978K
|
30.1K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 26.1% |
$844K - $954K
|
142K
$4.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28.8K+ 26.28% |
$830K - $938K
|
139K
$4.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
24.7K+ 22.75% |
$711K - $804K
|
133K
$4.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
21.7K+ 29.52% |
$625K - $707K
|
95.3K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20K+ 86.74% |
$576K - $651K
|
43.1K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.2K+ 2.63% |
$553K - $625K
|
749K
$25.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 46.81% |
$538K - $608K
|
58.6K
$1.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3KNew |
$527K - $596K
|
18.3K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18KNew |
$518K - $585K
|
18K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 33.84% |
$467K - $528K
|
64.2K
$2.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.2K+ 18.84% |
$293K - $331K
|
64.1K
$2.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
9.29K+ 13.96% |
$267K - $302K
|
75.8K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$197K - $223K
|
6.86K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.73K+ 6.95% |
$165K - $186K
|
88.2K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29K+ 2.4% |
$124K - $140K
|
183K
$6.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.06K+ 31.77% |
$87.9K - $99.4K
|
12.7K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.55K+ 81.48% |
$73.3K - $82.9K
|
5.67K
$192K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.53K+ 3.0% |
$72.8K - $82.3K
|
86.8K
$2.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.47K+ 0.73% |
$71.1K - $80.3K
|
339K
$11.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.17K+ 19.46% |
$62.3K - $70.5K
|
13.3K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 0.55% |
$51.6K - $58.3K
|
327K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.78K+ 2.49% |
$51.3K - $58K
|
73.4K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
1.76K+ 6.77% |
$50.6K - $57.2K
|
27.7K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 0.62% |
$35.7K - $40.3K
|
200K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.1K+ 2.29% |
$31.7K - $35.9K
|
49.3K
$1.67M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
701+ 19.3% |
$20.2K - $22.8K
|
4.33K
$147K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
677+ 5.09% |
$19.5K - $22K
|
14K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
367+ 0.33% |
$10.6K - $11.9K
|
110K
$3.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
285+ 3.29% |
$8.2K - $9.27K
|
8.96K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
216New |
$6.22K - $7.03K
|
216
$7.31K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 282.61% |
$5.61K - $6.34K
|
264
$8.94K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 282.61% |
$5.61K - $6.34K
|
264
$8.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
164+ 1.29% |
$4.72K - $5.33K
|
12.9K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
80+ 0.34% |
$2.3K - $2.6K
|
23.7K
$802K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37+ 0.06% |
$1.06K - $1.2K
|
59.5K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.23% |
$317 - $358
|
4.72K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.12% |
$57.6 - $65.1
|
1.71K
$58K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|