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 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.55K+ 5.05% |
$70.4K - $84.3K
|
53.1K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.48K+ 7.46% |
$68.4K - $82K
|
35.7K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$55.1K - $66.1K
|
2K
$67.7K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.79K+ 1.61% |
$49.3K - $59K
|
113K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 13.84% |
$42.3K - $50.7K
|
12.6K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 7.34% |
$33K - $39.5K
|
17.5K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.03KNew |
$28.4K - $34K
|
1.03K
$34.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
771+ 4.22% |
$21.3K - $25.5K
|
19K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
587+ 7.61% |
$16.2K - $19.4K
|
8.31K
$281K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
580+ 5.22% |
$16K - $19.2K
|
11.7K
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
557+ 11.74% |
$15.4K - $18.4K
|
5.3K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
412New |
$11.4K - $13.6K
|
412
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 9.9% |
$4.82K - $5.78K
|
1.94K
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120New |
$3.31K - $3.96K
|
120
$4.06K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
23New |
$634 - $760
|
23
$779
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 0.18% |
$634 - $760
|
13.1K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
15New |
$414 - $496
|
15
$508
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.19% |
$303 - $363
|
5.7K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.25% |
$27.6 - $33
|
81
$2.74K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$27.6 - $33
|
1.26K
$42.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-196- 0.78% |
$5.4K - $6.48K
|
24.9K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213- 3.0% |
$5.87K - $7.04K
|
6.88K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-312- 0.35% |
$8.6K - $10.3K
|
88.6K
$3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-370- 4.73% |
$10.2K - $12.2K
|
7.46K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-941- 2.87% |
$25.9K - $31.1K
|
31.9K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 3.11% |
$40.9K - $49.1K
|
46.3K
$1.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-2.9K- 0.76% |
$79.8K - $95.7K
|
376K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.71K- 6.26% |
$158K - $189K
|
85.5K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.28K- 12.48% |
$228K - $274K
|
58.1K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.83K- 4.96% |
$271K - $325K
|
188K
$6.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 6.45% |
$289K - $346K
|
152K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19K- 6.83% |
$524K - $627K
|
259K
$8.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-23.8K- 12.53% |
$656K - $787K
|
166K
$5.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.4K- 42.14% |
$893K - $1.07M
|
44.5K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.8K- 27.22% |
$1.1M - $1.31M
|
106K
$3.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-176K- 99.66% |
$4.86M - $5.82M
|
605
$20.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-207K- 22.79% |
$5.7M - $6.83M
|
701K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-258K- 8.68% |
$7.1M - $8.51M
|
2.71M
$91.7M
|