Purchases and Sales Made in Q2 2022 in Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM) during Q2 2022. The information is specifically focused on institutions that hold shares of EA SER TR FREEDOM 100 EMERGING.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
226K+ 17.78% |
$6.24M - $7.84M
|
1.5M
$52.3M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
195KNew |
$5.37M - $6.74M
|
195K
$6.78M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97.9K+ 225.92% |
$2.7M - $3.39M
|
141K
$4.92M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75.9KNew |
$2.09M - $2.63M
|
75.9K
$2.64M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.4K+ 259.75% |
$1.94M - $2.44M
|
97.5K
$3.4M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
50.6K+ 51.63% |
$1.39M - $1.75M
|
149K
$5.18M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46KNew |
$1.27M - $1.59M
|
46K
$1.6M
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
44.1KNew |
$1.22M - $1.53M
|
44.1K
$1.54M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
35K+ 8.52% |
$964K - $1.21M
|
446K
$15.5M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.1KNew |
$885K - $1.11M
|
32.1K
$1.12M
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
BUY
|
- |
26.1KNew |
$720K - $904K
|
26.1K
$910K
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 13.37% |
$447K - $561K
|
138K
$4.79M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 32.17% |
$413K - $518K
|
61.5K
$2.14M
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
14.8K+ 4.15% |
$408K - $512K
|
371K
$12.9M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14KNew |
$387K - $486K
|
14K
$489K
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.3K+ 80.02% |
$340K - $427K
|
27.7K
$966K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.65% |
$306K - $384K
|
208K
$7.24M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4KNew |
$287K - $360K
|
10.4K
$363K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.93KNew |
$274K - $344K
|
9.93K
$346K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.98K+ 2.96% |
$247K - $311K
|
312K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.33KNew |
$230K - $288K
|
8.33K
$290K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.09KNew |
$223K - $280K
|
8.09K
$282K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.97KNew |
$220K - $276K
|
7.97K
$278K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.74K+ 378.93% |
$158K - $199K
|
7.25K
$253K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.2K+ 295.75% |
$88.2K - $111K
|
4.28K
$149K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.34KNew |
$64.5K - $81K
|
2.34K
$81.5K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.26K+ 20.92% |
$62.2K - $78.1K
|
13K
$455K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.69KNew |
$46.5K - $58.4K
|
1.69K
$58.8K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.59KNew |
$43.8K - $55K
|
1.59K
$55.4K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
926+ 4.15% |
$25.5K - $32K
|
23.2K
$809K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
658+ 7.48% |
$18.1K - $22.8K
|
9.45K
$329K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
630+ 41.94% |
$17.4K - $21.8K
|
2.13K
$74.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
230New |
$6.34K - $7.96K
|
230
$8.01K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.21% |
$358 - $450
|
1.09K
$37.8K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$27.6 - $34.6
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3- -0.0% |
$82.7 - $104
|
90.8K
$3.16M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$2.76K - $3.46K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-798- 5.03% |
$22K - $27.6K
|
15.1K
$525K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-856Closed |
$23.6K - $29.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 11.2% |
$43.1K - $54.1K
|
12.4K
$432K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.38K- 65.29% |
$93.1K - $117K
|
1.8K
$62.5K
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.68K- 31.48% |
$101K - $127K
|
8K
$279K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-5.47K- 8.54% |
$151K - $189K
|
58.6K
$2.04M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-5.87KClosed |
$162K - $203K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.12KClosed |
$169K - $212K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-6.85KClosed |
$189K - $237K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-6.86KClosed |
$189K - $237K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.9K- 6.64% |
$356K - $447K
|
182K
$6.33M
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-109K- 77.48% |
$2.99M - $3.76M
|
31.6K
$1.1M
|