Purchases and Sales Made in Q4 2022 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 2022. 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 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
660K+ 1439.66% |
$16.2M - $19.4M
|
706K
$24M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
107KNew |
$2.64M - $3.16M
|
107K
$3.65M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105K+ 50.1% |
$2.59M - $3.1M
|
315K
$10.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
105K+ 6.95% |
$2.59M - $3.1M
|
1.62M
$55M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
72.8KNew |
$1.79M - $2.14M
|
72.8K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
71.1K+ 224.51% |
$1.75M - $2.1M
|
103K
$3.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.6K+ 397.7% |
$1.66M - $1.99M
|
84.5K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
46.8KNew |
$1.15M - $1.38M
|
46.8K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38.9KNew |
$957K - $1.15M
|
38.9K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32.4K+ 62.01% |
$798K - $955K
|
84.7K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 236.46% |
$742K - $889K
|
42.9K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$640K - $766K
|
26K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.5KNew |
$626K - $750K
|
25.5K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.7K+ 87.88% |
$559K - $669K
|
48.5K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1KNew |
$519K - $622K
|
21.1K
$717K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.5KNew |
$431K - $516K
|
17.5K
$595K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
16.6K+ 41.53% |
$407K - $488K
|
56.4K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.2KNew |
$300K - $359K
|
12.2K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
12KNew |
$295K - $354K
|
12K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11.6K+ 124.57% |
$285K - $341K
|
20.9K
$710K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.46K+ 53.5% |
$208K - $249K
|
24.3K
$824K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
7.71KNew |
$190K - $227K
|
7.71K
$262K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.51KNew |
$185K - $221K
|
7.51K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
7.46KNew |
$184K - $220K
|
7.46K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.01K+ 2.21% |
$172K - $206K
|
324K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.44K+ 644200.0% |
$158K - $190K
|
6.44K
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 21.49% |
$71.5K - $85.6K
|
16.4K
$558K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.83K+ 17.42% |
$69.6K - $83.4K
|
19.1K
$648K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
2.73K+ 11.75% |
$67.2K - $80.4K
|
26K
$882K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.19K+ 0.5% |
$53.9K - $64.5K
|
441K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 2.89% |
$47.7K - $57.1K
|
68.9K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 1.91% |
$24.8K - $29.8K
|
53.8K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
805New |
$19.8K - $23.7K
|
805
$27.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
609+ 56.08% |
$15K - $17.9K
|
1.7K
$57.6K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
533+ 1.15% |
$13.1K - $15.7K
|
46.8K
$1.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
340+ 7.94% |
$8.36K - $10K
|
4.62K
$157K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
122New |
$3K - $3.59K
|
122
$4.15K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
69New |
$1.7K - $2.03K
|
69
$2.34K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45+ 0.5% |
$1.11K - $1.33K
|
9.03K
$307K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13- 0.58% |
$320 - $383
|
2.24K
$75.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25- 0.1% |
$615 - $737
|
24.2K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-680- 0.35% |
$16.7K - $20K
|
196K
$6.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-894- 9.43% |
$22K - $26.3K
|
8.59K
$292K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2K- 39.3% |
$49.1K - $58.8K
|
3.08K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 8.86% |
$52.9K - $63.3K
|
22.1K
$752K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.4K- 46.44% |
$59.1K - $70.8K
|
2.77K
$94.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.81K- 0.86% |
$93.7K - $112K
|
437K
$14.8M
|