Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109K+ 1027.3% |
$4.36M - $4.92M
|
120K
$5.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
88K+ 21.16% |
$3.53M - $3.97M
|
504K
$23.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52K+ 20.02% |
$2.08M - $2.35M
|
312K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
47.9K+ 21.75% |
$1.92M - $2.16M
|
268K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.7KNew |
$1.11M - $1.25M
|
27.7K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 30.59% |
$1.05M - $1.18M
|
112K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.5KNew |
$701K - $790K
|
17.5K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
13.8KNew |
$554K - $624K
|
13.8K
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.89K+ 6.91% |
$356K - $401K
|
138K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.97KNew |
$279K - $314K
|
6.97K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.57KNew |
$183K - $206K
|
4.57K
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.49K+ 3.78% |
$180K - $202K
|
123K
$5.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.04KNew |
$162K - $182K
|
4.04K
$185K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.37K+ 6.55% |
$135K - $152K
|
54.9K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
2.59K+ 9.13% |
$104K - $117K
|
30.9K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 2.47% |
$88.8K - $100K
|
92.2K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 2.39% |
$69.3K - $78K
|
74K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.19KNew |
$47.5K - $53.5K
|
1.19K
$54.4K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 1.8% |
$45.1K - $50.8K
|
63.7K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
242+ 4.15% |
$9.69K - $10.9K
|
6.07K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155New |
$6.21K - $6.99K
|
155
$7.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
115+ 2.18% |
$4.6K - $5.19K
|
5.4K
$247K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
14+ 0.2% |
$561 - $632
|
6.9K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.49% |
$280 - $316
|
1.45K
$66.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-126- 1.47% |
$5.05K - $5.68K
|
8.46K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-326- 2.02% |
$13.1K - $14.7K
|
15.8K
$724K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-585- 85.4% |
$23.4K - $26.4K
|
100
$4.58K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-608- 11.77% |
$24.3K - $27.4K
|
4.56K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-617- 6.1% |
$24.7K - $27.8K
|
9.49K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 3.21% |
$40.7K - $45.9K
|
30.6K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$44.9K - $50.6K
|
71K
$3.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.51K- 0.29% |
$60.5K - $68.1K
|
518K
$23.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.12K- 4.4% |
$165K - $186K
|
89.4K
$4.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.2K- 5.28% |
$528K - $595K
|
236K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-17.6K- 14.31% |
$703K - $792K
|
105K
$4.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.4K- 8.99% |
$1.3M - $1.46M
|
328K
$15M
|