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 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.97KNew |
$247K - $324K
|
7.97K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
314K+ 91.48% |
$9.74M - $12.8M
|
658K
$28M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 8.89% |
$1M - $1.31M
|
397K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-520K- 87.76% |
$16.1M - $21.1M
|
72.5K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 1111.3% |
$332K - $435K
|
11.7K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.6K+ 18.05% |
$49.4K - $64.8K
|
10.4K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33K+ 11.9% |
$289K - $379K
|
87.7K
$3.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.11K+ 4.53% |
$96.1K - $126K
|
71.6K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 11.69% |
$46.7K - $61.2K
|
11.4K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.2KNew |
$161K - $211K
|
5.2K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 28.1% |
$91.9K - $121K
|
13.5K
$576K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-533- 86.11% |
$16.5K - $21.6K
|
86
$3.66K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.41K+ 4.01% |
$74.6K - $97.8K
|
62.6K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.18K- 0.73% |
$36.5K - $47.9K
|
160K
$6.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.6KNew |
$49.5K - $65K
|
1.6K
$68.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
10KNew |
$310K - $406K
|
10K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.81K+ 1.62% |
$56.1K - $73.5K
|
114K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
16.4K+ 6.57% |
$507K - $665K
|
265K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 77.67% |
$36.7K - $48.2K
|
341
$14.5K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.5K- 15.02% |
$139K - $183K
|
25.4K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-869- 0.38% |
$26.9K - $35.3K
|
227K
$9.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21.9K+ 74.11% |
$679K - $891K
|
51.5K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.67K+ 5.36% |
$114K - $149K
|
72.1K
$3.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.2KNew |
$317K - $416K
|
10.2K
$436K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
25KNew |
$774K - $1.01M
|
25K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
937K+ 458.64% |
$29M - $38M
|
1.14M
$48.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13.1K+ 146.68% |
$404K - $530K
|
22K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
212+ 48.4% |
$6.56K - $8.61K
|
650
$27.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.64KNew |
$175K - $229K
|
5.64K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.59K+ 1.86% |
$111K - $146K
|
196K
$8.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32K+ 29.61% |
$165K - $216K
|
23.3K
$990K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52.8K+ 270.13% |
$1.63M - $2.14M
|
72.3K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 527.54% |
$9.29M - $12.2M
|
357K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.81K+ 13.59% |
$149K - $195K
|
40.2K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.45K- 46.29% |
$138K - $181K
|
5.16K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
28.3K+ 1.2% |
$875K - $1.15M
|
2.39M
$102M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.28KNew |
$163K - $214K
|
5.28K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$931K - $1.22M
|
30.1K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
32KNew |
$990K - $1.3M
|
32K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.43KNew |
$168K - $221K
|
5.43K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.09K+ 4.53% |
$33.9K - $44.4K
|
25.3K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 1.64% |
$960 - $1.26K
|
1.92K
$81.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
502+ 0.81% |
$15.5K - $20.4K
|
62.2K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 27.02% |
$363K - $476K
|
31.7K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.17K+ 0.84% |
$67.3K - $88.2K
|
260K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
294+ 0.65% |
$9.1K - $11.9K
|
45.2K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-329- 3.01% |
$10.2K - $13.4K
|
10.6K
$451K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23.4K+ 14.25% |
$725K - $951K
|
188K
$7.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.2K+ 827.55% |
$687K - $901K
|
24.9K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.51K+ 21.31% |
$46.7K - $61.2K
|
8.58K
$365K
|