Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
134K+ 1915.71% |
$4.31M - $4.58M
|
141K
$4.79M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
129KNew |
$4.12M - $4.38M
|
129K
$4.36M
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$384K - $409K
|
12K
$406K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11KNew |
$354K - $376K
|
11K
$374K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.61KNew |
$276K - $293K
|
8.61K
$292K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
8.57K+ 133.98% |
$274K - $292K
|
15K
$507K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.41KNew |
$269K - $286K
|
8.41K
$285K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.73KNew |
$248K - $263K
|
7.73K
$262K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.63KNew |
$212K - $226K
|
6.63K
$224K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.53K+ 4.08% |
$209K - $222K
|
167K
$5.64M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.35K+ 1.63% |
$139K - $148K
|
272K
$9.2M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$33.8K - $36K
|
1.06K
$35.8K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
178+ 1.86% |
$5.7K - $6.06K
|
9.73K
$330K
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
127New |
$4.07K - $4.33K
|
127
$4.3K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.38% |
$833 - $886
|
6.91K
$234K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20Closed |
$640 - $681
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-198- 33.73% |
$6.34K - $6.74K
|
389
$13.2K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-246- 43.23% |
$7.88K - $8.38K
|
323
$10.9K
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-296Closed |
$9.48K - $10.1K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-500Closed |
$16K - $17K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-885- 4.81% |
$28.3K - $30.1K
|
17.5K
$593K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 34.11% |
$506K - $538K
|
30.5K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16.9K- 51.4% |
$542K - $577K
|
16K
$542K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-239K- 74.47% |
$7.64M - $8.13M
|
81.9K
$2.77M
|