Latest Institutional Purchases of Ea Ser Tr Freedom 100 Emerging (FRDM)
This list provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
93.5KNew |
$2.9M - $3.8M
|
93.5K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
87.1K+ 25.95% |
$2.7M - $3.54M
|
423K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 57.61% |
$971K - $1.27M
|
85.8K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 4.47% |
$10.7K - $14K
|
8.05K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
230+ 0.94% |
$7.12K - $9.34K
|
24.7K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 293.33% |
$5.45K - $7.15K
|
236
$9.7K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
112+ 0.7% |
$3.47K - $4.55K
|
16.1K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
59+ 0.68% |
$1.83K - $2.4K
|
8.72K
$358K
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
244K+ 11.52% |
$7.95M - $8.87M
|
2.36M
$96.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
168K+ 29.05% |
$5.48M - $6.11M
|
746K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 18.72% |
$1.98M - $2.21M
|
385K
$15.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
55.1K+ 50.46% |
$1.8M - $2.01M
|
164K
$6.75M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44.9KNew |
$1.47M - $1.64M
|
44.9K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
43.8K+ 118.57% |
$1.43M - $1.6M
|
80.8K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.5K+ 174.65% |
$1.42M - $1.59M
|
68.5K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38.8K+ 164.46% |
$1.27M - $1.41M
|
62.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
37.7KNew |
$1.23M - $1.38M
|
37.7K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
36.9K+ 8.04% |
$1.21M - $1.34M
|
496K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.99% |
$1.18M - $1.32M
|
941K
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.3K+ 23.16% |
$1.12M - $1.25M
|
182K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32.8K+ 10.68% |
$1.07M - $1.19M
|
340K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
31.6K+ 14.53% |
$1.03M - $1.15M
|
249K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 9.76% |
$998K - $1.11M
|
344K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.4KNew |
$991K - $1.11M
|
30.4K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
29.9KNew |
$978K - $1.09M
|
29.9K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 216.78% |
$970K - $1.08M
|
43.4K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 107.86% |
$964K - $1.08M
|
56.9K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 14.26% |
$803K - $895K
|
197K
$8.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 14.57% |
$752K - $839K
|
181K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9KNew |
$681K - $760K
|
20.9K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.9K+ 18.78% |
$583K - $650K
|
113K
$4.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17.1K+ 9.73% |
$558K - $623K
|
193K
$7.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.4K+ 7.74% |
$470K - $525K
|
200K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 135.43% |
$454K - $507K
|
24.2K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3KNew |
$435K - $485K
|
13.3K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.8K+ 28.44% |
$418K - $466K
|
57.8K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 3.57% |
$410K - $457K
|
364K
$15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.63K+ 4082.2% |
$315K - $351K
|
9.87K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.35K+ 2.62% |
$305K - $340K
|
366K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$986K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.9KNew |
$291K - $324K
|
8.9K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85K+ 2.06% |
$256K - $286K
|
390K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 65.06% |
$251K - $281K
|
19.5K
$803K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.54KNew |
$246K - $275K
|
7.54K
$310K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.86KNew |
$191K - $213K
|
5.86K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$190K - $212K
|
5.83K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.72K+ 8.28% |
$154K - $172K
|
61.7K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.67K+ 5.48% |
$152K - $170K
|
89.8K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.04K+ 2.14% |
$132K - $147K
|
193K
$7.92M
|
|