Latest Institutional Transactions on Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 2.39% |
$69.3K - $78K
|
74K
$3.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
242+ 4.15% |
$9.69K - $10.9K
|
6.07K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.49K+ 3.78% |
$180K - $202K
|
123K
$5.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-126- 1.47% |
$5.05K - $5.68K
|
8.46K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-608- 11.77% |
$24.3K - $27.4K
|
4.56K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 3.21% |
$40.7K - $45.9K
|
30.6K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.89K+ 6.91% |
$356K - $401K
|
138K
$6.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
2.59K+ 9.13% |
$104K - $117K
|
30.9K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.04KNew |
$162K - $182K
|
4.04K
$185K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.5KNew |
$701K - $790K
|
17.5K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-585- 85.4% |
$23.4K - $26.4K
|
100
$4.58K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-17.6K- 14.31% |
$703K - $792K
|
105K
$4.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
115+ 2.18% |
$4.6K - $5.19K
|
5.4K
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.49% |
$280 - $316
|
1.45K
$66.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 30.59% |
$1.05M - $1.18M
|
112K
$5.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-617- 6.1% |
$24.7K - $27.8K
|
9.49K
$435K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.12K- 4.4% |
$165K - $186K
|
89.4K
$4.1M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 1.8% |
$45.1K - $50.8K
|
63.7K
$2.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
14+ 0.2% |
$561 - $632
|
6.9K
$316K
|
|
| Q2 2025 | |||||||
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
372KNew |
$11.5M - $15.1M
|
372K
$17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 395.87% |
$555K - $727K
|
22.4K
$1.03M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-520K- 87.76% |
$16.1M - $21.1M
|
72.5K
$3.32M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.34K+ 21.55% |
$258K - $339K
|
47.1K
$2.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-494- 8.98% |
$15.3K - $20.1K
|
5.01K
$230K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
72.1K+ 402.43% |
$2.23M - $2.93M
|
90K
$4.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.7K- 29.31% |
$1.79M - $2.34M
|
139K
$6.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.36K- 10.17% |
$73.1K - $95.9K
|
20.9K
$955K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
362KNew |
$11.2M - $14.7M
|
362K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-811- 5.93% |
$25.1K - $32.9K
|
12.9K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$948K - $1.24M
|
30.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 3.04% |
$7.49K - $9.83K
|
7.73K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
206K+ 461.77% |
$6.37M - $8.35M
|
250K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.16K- 1.74% |
$97.7K - $128K
|
178K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
880K+ 228.6% |
$27.2M - $35.7M
|
1.26M
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 275.44% |
$1.26M - $1.65M
|
55.3K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
885+ 3.23% |
$27.4K - $35.9K
|
28.3K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
282K+ 83.09% |
$8.74M - $11.5M
|
622K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
813New |
$25.2K - $33K
|
813
$37.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.05K+ 5.29% |
$94.6K - $124K
|
60.8K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1K- 32.06% |
$31K - $40.6K
|
2.12K
$97.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64.4K+ 16.51% |
$1.99M - $2.61M
|
454K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.71K+ 37.98% |
$177K - $232K
|
20.7K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.75K- 0.75% |
$85.1K - $112K
|
363K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450New |
$13.9K - $18.3K
|
450
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$1.43M - $1.88M
|
46.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
747+ 28.47% |
$23.1K - $30.3K
|
3.37K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 10.48% |
$592K - $776K
|
163K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-873- 6.56% |
$27K - $35.4K
|
12.4K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
27.2K+ 5.48% |
$842K - $1.1M
|
523K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.75K- 41.94% |
$271K - $355K
|
12.1K
$555K
|
|