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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 3.96% |
$139K - $157K
|
91.2K
$4.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.2K- 2.65% |
$48K - $54.1K
|
44K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
33K+ 18.44% |
$1.32M - $1.49M
|
212K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 0.75% |
$331K - $373K
|
1.12M
$53.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.4KNew |
$1.74M - $1.96M
|
43.4K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-946- 12.97% |
$37.9K - $42.7K
|
6.35K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.12KNew |
$125K - $141K
|
3.12K
$148K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.48K+ 16.69% |
$139K - $157K
|
24.3K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 2.98% |
$14K - $15.8K
|
11.4K
$543K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
264KNew |
$10.6M - $11.9M
|
264K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133K+ 49.26% |
$5.34M - $6.02M
|
404K
$19.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.11K+ 10.13% |
$125K - $140K
|
33.8K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
13.9K+ 0.58% |
$557K - $627K
|
2.4M
$114M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.08% |
$1.04K - $1.17K
|
32.1K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.62K- 1.21% |
$65K - $73.2K
|
133K
$6.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109K+ 1027.3% |
$4.36M - $4.92M
|
120K
$5.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.57KNew |
$183K - $206K
|
4.57K
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.97KNew |
$279K - $314K
|
6.97K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.2K- 5.28% |
$528K - $595K
|
236K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155New |
$6.21K - $6.99K
|
155
$7.38K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.37K+ 6.55% |
$135K - $152K
|
54.9K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
47.9K+ 21.75% |
$1.92M - $2.16M
|
268K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.4K- 8.99% |
$1.3M - $1.46M
|
328K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.51K- 0.29% |
$60.5K - $68.1K
|
518K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 2.47% |
$88.8K - $100K
|
92.2K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.19KNew |
$47.5K - $53.5K
|
1.19K
$56.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$44.9K - $50.6K
|
71K
$3.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
88K+ 21.16% |
$3.53M - $3.97M
|
504K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-326- 2.02% |
$13.1K - $14.7K
|
15.8K
$752K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.7KNew |
$1.11M - $1.25M
|
27.7K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52K+ 20.02% |
$2.08M - $2.35M
|
312K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
13.8KNew |
$554K - $624K
|
13.8K
$658K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
242+ 4.15% |
$9.69K - $10.9K
|
6.07K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 2.39% |
$69.3K - $78K
|
74K
$3.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.49K+ 3.78% |
$180K - $202K
|
123K
$5.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-126- 1.47% |
$5.05K - $5.68K
|
8.46K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 3.21% |
$40.7K - $45.9K
|
30.6K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.89K+ 6.91% |
$356K - $401K
|
138K
$6.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-608- 11.77% |
$24.3K - $27.4K
|
4.56K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
2.59K+ 9.13% |
$104K - $117K
|
30.9K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-585- 85.4% |
$23.4K - $26.4K
|
100
$4.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.5KNew |
$701K - $790K
|
17.5K
$833K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.04KNew |
$162K - $182K
|
4.04K
$192K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
115+ 2.18% |
$4.6K - $5.19K
|
5.4K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-17.6K- 14.31% |
$703K - $792K
|
105K
$5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 30.59% |
$1.05M - $1.18M
|
112K
$5.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.49% |
$280 - $316
|
1.45K
$68.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-617- 6.1% |
$24.7K - $27.8K
|
9.49K
$452K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.12K- 4.4% |
$165K - $186K
|
89.4K
$4.25M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 1.8% |
$45.1K - $50.8K
|
63.7K
$3.03M
|
|