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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-494- 8.98% |
$15.3K - $20.1K
|
5.01K
$213K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.34K+ 21.55% |
$258K - $339K
|
47.1K
$2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
72.1K+ 402.43% |
$2.23M - $2.93M
|
90K
$3.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.7K- 29.31% |
$1.79M - $2.34M
|
139K
$5.92M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
362KNew |
$11.2M - $14.7M
|
362K
$15.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.36K- 10.17% |
$73.1K - $95.9K
|
20.9K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
206K+ 461.77% |
$6.37M - $8.35M
|
250K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 3.04% |
$7.49K - $9.83K
|
7.73K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$948K - $1.24M
|
30.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-873- 6.56% |
$27K - $35.4K
|
12.4K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.16K- 1.74% |
$97.7K - $128K
|
178K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
880K+ 228.6% |
$27.2M - $35.7M
|
1.26M
$53.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 275.44% |
$1.26M - $1.65M
|
55.3K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
885+ 3.23% |
$27.4K - $35.9K
|
28.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
282K+ 83.09% |
$8.74M - $11.5M
|
622K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
813New |
$25.2K - $33K
|
813
$34.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-811- 5.93% |
$25.1K - $32.9K
|
12.9K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.05K+ 5.29% |
$94.6K - $124K
|
60.8K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1K- 32.06% |
$31K - $40.6K
|
2.12K
$90.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.71K+ 37.98% |
$177K - $232K
|
20.7K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.75K- 0.75% |
$85.1K - $112K
|
363K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64.4K+ 16.51% |
$1.99M - $2.61M
|
454K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$1.43M - $1.88M
|
46.3K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
747+ 28.47% |
$23.1K - $30.3K
|
3.37K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 10.48% |
$592K - $776K
|
163K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450New |
$13.9K - $18.3K
|
450
$19.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
27.2K+ 5.48% |
$842K - $1.1M
|
523K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.75K- 41.94% |
$271K - $355K
|
12.1K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.8K- 98.73% |
$1.76M - $2.3M
|
729
$31K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 87.44% |
$975K - $1.28M
|
4.53K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154K+ 12.01% |
$4.78M - $6.26M
|
1.44M
$61.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
137+ 0.58% |
$4.24K - $5.56K
|
23.6K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
41.3K+ 4.38% |
$1.28M - $1.68M
|
983K
$41.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5K+ 157.3% |
$481K - $630K
|
25.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
76K+ 97.17% |
$2.35M - $3.09M
|
154K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
258+ 5.45% |
$7.99K - $10.5K
|
4.99K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
8.82KNew |
$273K - $358K
|
8.82K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.32% |
$61.9 - $81.2
|
634
$27K
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-270- 4.61% |
$8.36K - $11K
|
5.59K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.16KNew |
$160K - $210K
|
5.16K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.94KNew |
$246K - $322K
|
7.94K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-48.6K- 21.8% |
$1.51M - $1.97M
|
174K
$7.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.34K- 0.7% |
$41.6K - $54.6K
|
190K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-73.5K- 90.97% |
$2.27M - $2.98M
|
7.29K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46K+ 25.38% |
$1.42M - $1.87M
|
227K
$9.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.5K+ 47.8% |
$449K - $589K
|
44.9K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 3.89% |
$1.08K - $1.42K
|
935
$39.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.13K+ 5.72% |
$159K - $208K
|
94.9K
$4.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-97.9K- 86.72% |
$3.03M - $3.98M
|
15K
$638K
|