Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418K+ 49.69% |
$11.5M - $13.8M
|
1.26M
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
307K+ 455.86% |
$8.45M - $10.1M
|
374K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
121K+ 30.38% |
$3.33M - $3.99M
|
519K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
114KNew |
$3.13M - $3.75M
|
114K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 88.49% |
$2.9M - $3.48M
|
224K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
89.3KNew |
$2.46M - $2.95M
|
89.3K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
68.8K+ 56.62% |
$1.9M - $2.27M
|
190K
$6.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
53.8K+ 44.25% |
$1.48M - $1.78M
|
175K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51K+ 5097900.0% |
$1.41M - $1.68M
|
51K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.3K+ 21.37% |
$1.36M - $1.63M
|
280K
$9.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
46.3K+ 69.51% |
$1.28M - $1.53M
|
113K
$3.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
44.4K+ 2.59% |
$1.22M - $1.47M
|
1.76M
$58.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
40.8KNew |
$1.13M - $1.35M
|
40.8K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
38K+ 44.51% |
$1.05M - $1.25M
|
123K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5K+ 214.29% |
$1.03M - $1.24M
|
55K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 21.01% |
$905K - $1.08M
|
189K
$6.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 14.28% |
$892K - $1.07M
|
259K
$8.63M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
29.9KNew |
$825K - $989K
|
29.9K
$998K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
28K+ 5.22% |
$771K - $924K
|
564K
$18.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
25.3KNew |
$698K - $836K
|
25.3K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$686K - $822K
|
24.9K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18.6KNew |
$512K - $614K
|
18.6K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.1K+ 9.76% |
$390K - $467K
|
159K
$5.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12.7K+ 7.86% |
$351K - $420K
|
175K
$5.82M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 8.14% |
$349K - $419K
|
168K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$324K - $389K
|
11.8K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
11.1KNew |
$306K - $366K
|
11.1K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
11K+ 46.58% |
$304K - $365K
|
34.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.1KNew |
$279K - $335K
|
10.1K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.53K+ 19.35% |
$263K - $315K
|
58.7K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.28KNew |
$256K - $307K
|
9.28K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.98K+ 8.87% |
$248K - $297K
|
110K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.94K+ 31.39% |
$246K - $295K
|
37.4K
$1.25M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
8.89KNew |
$245K - $294K
|
8.89K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.68KNew |
$239K - $287K
|
8.68K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8.55K+ 4.92% |
$236K - $282K
|
182K
$6.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.35K+ 2.5% |
$230K - $276K
|
342K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.41KNew |
$177K - $212K
|
6.41K
$214K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
5.98K+ 15.28% |
$165K - $197K
|
45.1K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.96K+ 7.98% |
$164K - $197K
|
80.6K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.66K+ 11.82% |
$156K - $187K
|
53.5K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.51K+ 6.39% |
$152K - $182K
|
91.6K
$3.06M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.17KNew |
$143K - $171K
|
5.17K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.1KNew |
$141K - $168K
|
5.1K
$170K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 1.33% |
$122K - $147K
|
338K
$11.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.78K+ 0.85% |
$104K - $125K
|
448K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 5.61% |
$86.7K - $104K
|
59.2K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.03K+ 14.95% |
$83.5K - $100K
|
23.3K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.97K+ 1.75% |
$82K - $98.3K
|
173K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.89K+ 8.87% |
$79.7K - $95.6K
|
35.5K
$1.18M
|