Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
955KNew |
$31.2M - $34.6M
|
955K
$34M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
422KNew |
$13.8M - $15.3M
|
422K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
382KNew |
$12.5M - $13.9M
|
382K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
309K+ 7547.57% |
$10.1M - $11.2M
|
313K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
307K+ 53312.87% |
$10M - $11.1M
|
307K
$10.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
265K+ 14.3% |
$8.65M - $9.6M
|
2.11M
$75.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
259KNew |
$8.46M - $9.39M
|
259K
$9.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
202KNew |
$6.59M - $7.32M
|
202K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191K+ 899.35% |
$6.24M - $6.93M
|
212K
$7.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
176KNew |
$5.74M - $6.37M
|
176K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 647.67% |
$5.65M - $6.27M
|
199K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148KNew |
$4.84M - $5.37M
|
148K
$5.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
106KNew |
$3.47M - $3.85M
|
106K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
73.6K+ 21.41% |
$2.41M - $2.67M
|
418K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72KNew |
$2.35M - $2.61M
|
72K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
65.8K+ 16.74% |
$2.15M - $2.39M
|
459K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.1KNew |
$1.31M - $1.46M
|
40.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
30.7K+ 3.51% |
$1M - $1.11M
|
905K
$32.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
29.6KNew |
$968K - $1.07M
|
29.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
27.5K+ 157.02% |
$898K - $997K
|
45K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
25.1K+ 13.07% |
$821K - $912K
|
217K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18.8K+ 103.63% |
$615K - $682K
|
37K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.1KNew |
$591K - $656K
|
18.1K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18.1K+ 19.83% |
$590K - $655K
|
109K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 3.19% |
$522K - $579K
|
517K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$481K - $534K
|
14.7K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 3.99% |
$447K - $496K
|
356K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 22.45% |
$446K - $495K
|
74.5K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.8K+ 4.4% |
$354K - $393K
|
257K
$9.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.15K+ 2.91% |
$299K - $332K
|
324K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
8.92KNew |
$291K - $323K
|
8.92K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.78K+ 18.2% |
$287K - $318K
|
57K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.34KNew |
$273K - $303K
|
8.34K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.01K+ 4.43% |
$262K - $291K
|
189K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.85K+ 6.21% |
$257K - $285K
|
134K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.47K+ 21.62% |
$244K - $271K
|
42K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.33K+ 4.13% |
$240K - $266K
|
185K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.39K+ 6.17% |
$209K - $232K
|
110K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.31K+ 10.41% |
$206K - $229K
|
67K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.2KNew |
$203K - $225K
|
6.2K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.78K+ 3.21% |
$189K - $210K
|
186K
$6.63M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.56K+ 3.18% |
$182K - $202K
|
180K
$6.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.41K+ 27.71% |
$177K - $196K
|
24.9K
$888K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.34K+ 1.54% |
$174K - $194K
|
352K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.33K+ 27.17% |
$174K - $193K
|
24.9K
$888K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.16K+ 2.26% |
$169K - $187K
|
233K
$8.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.85K+ 31.71% |
$159K - $176K
|
20.2K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.27K+ 1205.37% |
$139K - $155K
|
4.62K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.18K+ 1.89% |
$136K - $151K
|
225K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.8K+ 50.29% |
$124K - $138K
|
11.4K
$405K
|