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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
290K+ 63.83% |
$11.6M - $13.1M
|
744K
$35.4M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
131K+ 325.16% |
$5.23M - $5.89M
|
171K
$8.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109K+ 1027.3% |
$4.36M - $4.92M
|
120K
$5.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 8.58% |
$4.34M - $4.89M
|
1.37M
$65.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 77.47% |
$4.32M - $4.87M
|
247K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.9K+ 1219.8% |
$3.88M - $4.37M
|
105K
$4.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
88K+ 21.16% |
$3.53M - $3.97M
|
504K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73.9KNew |
$2.96M - $3.33M
|
73.9K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.9K+ 32.08% |
$2.92M - $3.29M
|
300K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
70.5KNew |
$2.82M - $3.18M
|
70.5K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58.5KNew |
$2.34M - $2.64M
|
58.5K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 245.41% |
$2.21M - $2.48M
|
77.5K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52K+ 20.02% |
$2.08M - $2.35M
|
312K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51KNew |
$2.04M - $2.3M
|
51K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
47.9K+ 21.75% |
$1.92M - $2.16M
|
268K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.4KNew |
$1.74M - $1.96M
|
43.4K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.9KNew |
$1.48M - $1.66M
|
36.9K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
33.6K+ 6.42% |
$1.34M - $1.51M
|
557K
$26.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
33.5K+ 90.02% |
$1.34M - $1.51M
|
70.7K
$3.37M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
33K+ 18.44% |
$1.32M - $1.49M
|
212K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 128.39% |
$1.31M - $1.47M
|
58K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
32.1K+ 2.81% |
$1.28M - $1.45M
|
1.17M
$55.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 7.75% |
$1.23M - $1.39M
|
428K
$20.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
29.4KNew |
$1.18M - $1.33M
|
29.4K
$1.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.11M - $1.25M
|
27.8K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.7KNew |
$1.11M - $1.25M
|
27.7K
$1.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.2K+ 30.59% |
$1.05M - $1.18M
|
112K
$5.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 9.09% |
$911K - $1.03M
|
273K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.6K+ 2.3% |
$904K - $1.02M
|
1.01M
$47.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 1.53% |
$879K - $990K
|
1.46M
$69.5M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.8K+ 5.75% |
$834K - $940K
|
383K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.7K+ 82.8% |
$828K - $933K
|
45.7K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.5KNew |
$701K - $790K
|
17.5K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17.3K+ 24.22% |
$694K - $782K
|
89K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8K+ 138.37% |
$631K - $711K
|
27.1K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15.7K+ 16.5% |
$627K - $706K
|
111K
$5.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 4.05% |
$579K - $653K
|
371K
$17.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
13.9K+ 0.58% |
$557K - $627K
|
2.4M
$114M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
13.8KNew |
$554K - $624K
|
13.8K
$658K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 237.08% |
$516K - $581K
|
18.3K
$871K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.8K+ 19.4% |
$472K - $532K
|
72.6K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10K+ 1.53% |
$402K - $453K
|
668K
$31.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.06KNew |
$363K - $409K
|
9.06K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.89K+ 6.91% |
$356K - $401K
|
138K
$6.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 0.75% |
$331K - $373K
|
1.12M
$53.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7.35K+ 3.75% |
$294K - $332K
|
204K
$9.69M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
7.25K+ 2.73% |
$290K - $327K
|
273K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.97KNew |
$279K - $314K
|
6.97K
$332K
|
|