Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
398KNew |
$11.1M - $13.2M
|
398K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
264K+ 9.77% |
$7.38M - $8.73M
|
2.97M
$100M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
177KNew |
$4.94M - $5.84M
|
177K
$5.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
174KNew |
$4.86M - $5.75M
|
174K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 821.95% |
$3.89M - $4.6M
|
156K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
121KNew |
$3.39M - $4.01M
|
121K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 102.32% |
$3.26M - $3.85M
|
230K
$7.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
95.1K+ 11.71% |
$2.66M - $3.15M
|
907K
$30.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.7K+ 51.75% |
$2.65M - $3.13M
|
278K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.1K+ 12.29% |
$2.57M - $3.04M
|
841K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
91.6K+ 304.68% |
$2.56M - $3.03M
|
122K
$4.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
75.5K+ 65.93% |
$2.11M - $2.5M
|
190K
$6.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
51.2K+ 128.26% |
$1.43M - $1.69M
|
91.2K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
48.8K+ 10.02% |
$1.36M - $1.61M
|
536K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.4K+ 342.5% |
$1.21M - $1.43M
|
56.1K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
39.1KNew |
$1.09M - $1.29M
|
39.1K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.2K+ 26.67% |
$955K - $1.13M
|
162K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.3K+ 37.2% |
$902K - $1.07M
|
119K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
28.5K+ 21.4% |
$798K - $944K
|
162K
$5.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
24.4K+ 6.88% |
$681K - $805K
|
379K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$455K - $539K
|
16.3K
$552K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.4K+ 3.59% |
$431K - $509K
|
445K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.2K+ 9.14% |
$398K - $470K
|
170K
$5.75M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
14K+ 9.88% |
$391K - $463K
|
156K
$5.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.5K+ 16.38% |
$294K - $347K
|
74.7K
$2.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
9.54K+ 12.59% |
$267K - $315K
|
85.3K
$2.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
8K+ 13.64% |
$223K - $264K
|
66.6K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
7.83KNew |
$219K - $259K
|
7.83K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.72KNew |
$216K - $255K
|
7.72K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.29KNew |
$204K - $241K
|
7.29K
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.89K+ 2.11% |
$193K - $228K
|
334K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.85K+ 11.51% |
$191K - $226K
|
66.4K
$2.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.3K+ 4.55% |
$176K - $208K
|
145K
$4.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.92K+ 6.22% |
$166K - $196K
|
101K
$3.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.84K+ 21.62% |
$163K - $193K
|
32.8K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.79K+ 11.11% |
$134K - $158K
|
47.9K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.3K+ 30.81% |
$120K - $142K
|
18.3K
$619K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.17K+ 2.58% |
$60.6K - $71.7K
|
86.1K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.96K+ 10.68% |
$54.7K - $64.7K
|
20.3K
$686K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.92K+ 0.11% |
$53.6K - $63.4K
|
1.71M
$58M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77KNew |
$49.4K - $58.5K
|
1.77K
$59.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.72K+ 5.46% |
$48.1K - $56.9K
|
33.2K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.44K+ 2.98% |
$40.1K - $47.4K
|
49.6K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.23K+ 2.49% |
$34.4K - $40.7K
|
50.5K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 1044.9% |
$28.6K - $33.9K
|
1.12K
$38K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 0.91% |
$28.1K - $33.3K
|
111K
$3.76M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
996+ 377.27% |
$27.8K - $32.9K
|
1.26K
$42.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
996+ 377.27% |
$27.8K - $32.9K
|
1.26K
$42.7K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
833+ 19.22% |
$23.3K - $27.5K
|
5.17K
$175K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
713+ 0.81% |
$19.9K - $23.6K
|
88.9K
$3.01M
|