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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.57% |
$410K - $457K
|
364K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.12KNew |
$102K - $114K
|
3.12K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.54KNew |
$246K - $275K
|
7.54K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.5K+ 174.65% |
$1.42M - $1.59M
|
68.5K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
526+ 0.2% |
$17.2K - $19.2K
|
258K
$9.87M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
760+ 31.5% |
$24.8K - $27.7K
|
3.17K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
678+ 6.61% |
$22.1K - $24.7K
|
10.9K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2.96K+ 58.1% |
$96.7K - $108K
|
8.06K
$309K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.48K+ 2.27% |
$80.9K - $90.2K
|
112K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 0.57% |
$33.8K - $37.7K
|
181K
$6.95M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 5.24% |
$127K - $142K
|
78.4K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 14.57% |
$752K - $839K
|
181K
$6.94M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
43.8K+ 118.57% |
$1.43M - $1.6M
|
80.8K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
75New |
$2.45K - $2.73K
|
75
$2.87K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.65K+ 39.41% |
$119K - $133K
|
12.9K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.58K- 22.6% |
$84.3K - $94K
|
8.84K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-481- 23.95% |
$15.7K - $17.5K
|
1.53K
$58.5K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.72K+ 8.28% |
$154K - $172K
|
61.7K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.68KNew |
$87.6K - $97.7K
|
2.68K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
32+ 5.33% |
$1.05K - $1.17K
|
632
$24.2K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
733+ 2.44% |
$23.9K - $26.7K
|
30.7K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
534+ 628.24% |
$17.4K - $19.5K
|
619
$23.7K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.9KNew |
$291K - $324K
|
8.9K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.56K- 0.3% |
$51K - $56.9K
|
516K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
36.9K+ 8.04% |
$1.21M - $1.34M
|
496K
$19M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.49K- 8.81% |
$147K - $163K
|
46.5K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38.8K+ 164.46% |
$1.27M - $1.41M
|
62.3K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 216.78% |
$970K - $1.08M
|
43.4K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 33.59% |
$194K - $217K
|
11.8K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 107.86% |
$964K - $1.08M
|
56.9K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 80.06% |
$1.26M - $1.41M
|
9.62K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$920K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17.1K+ 9.73% |
$558K - $623K
|
193K
$7.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.6K- 12.77% |
$771K - $860K
|
161K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.4KNew |
$798K - $890K
|
24.4K
$936K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 65.06% |
$251K - $281K
|
19.5K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-176- 1.09% |
$5.75K - $6.41K
|
16K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.25K- 0.96% |
$106K - $118K
|
336K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-51.6K- 12.36% |
$1.69M - $1.88M
|
366K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.01K+ 3.65% |
$131K - $146K
|
114K
$4.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-461- 0.76% |
$15.1K - $16.8K
|
60.6K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-3.4K- 10.3% |
$111K - $124K
|
29.6K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.7K+ 2.01% |
$88.1K - $98.3K
|
137K
$5.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.86K+ 12.24% |
$126K - $141K
|
35.4K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.22K+ 36.16% |
$105K - $117K
|
12.1K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
31.6K+ 14.53% |
$1.03M - $1.15M
|
249K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 45.37% |
$487K - $543K
|
18K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.4K+ 7.74% |
$470K - $525K
|
200K
$7.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
28+ 0.04% |
$914 - $1.02K
|
78.3K
$3M
|