Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
321KNew |
$10.4M - $11.3M
|
321K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
160KNew |
$5.21M - $5.62M
|
160K
$5.44M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.2K+ 30564.9% |
$1.5M - $1.62M
|
46.3K
$1.57M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41.6K+ 86.84% |
$1.35M - $1.46M
|
89.4K
$3.04M
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
18.4KNew |
$600K - $647K
|
18.4K
$626K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 5.63% |
$464K - $501K
|
267K
$9.09M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.89KNew |
$224K - $242K
|
6.89K
$234K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
6.85KNew |
$223K - $241K
|
6.85K
$233K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07KNew |
$35K - $37.7K
|
1.07K
$36.5K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
805New |
$26.2K - $28.3K
|
805
$27.4K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
587New |
$19.1K - $20.6K
|
587
$19.9K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
550+ 91.67% |
$17.9K - $19.3K
|
1.15K
$39.1K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
507New |
$16.5K - $17.8K
|
507
$17.2K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
296New |
$9.64K - $10.4K
|
296
$10.1K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
207New |
$6.74K - $7.27K
|
207
$7.03K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
200+ 3.23% |
$6.52K - $7.03K
|
6.4K
$217K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
20New |
$652 - $703
|
20
$680
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$32.6 - $35.1
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-265- 31.77% |
$8.63K - $9.31K
|
569
$19.3K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.02KClosed |
$196K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.82K- 17.14% |
$222K - $240K
|
33K
$1.12M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.11K- 42.67% |
$232K - $250K
|
9.55K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-10.8KClosed |
$351K - $379K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11K- 60.97% |
$357K - $385K
|
7.02K
$239K
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-26.2KClosed |
$854K - $921K
|
0
$0
|