Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
937K+ 458.64% |
$29M - $38M
|
1.14M
$48.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
880K+ 228.6% |
$27.2M - $35.7M
|
1.26M
$53.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
362K+ 48.58% |
$11.2M - $14.7M
|
1.11M
$47.1M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
362KNew |
$11.2M - $14.7M
|
362K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
314K+ 91.48% |
$9.74M - $12.8M
|
658K
$28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 527.54% |
$9.29M - $12.2M
|
357K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
282K+ 83.09% |
$8.74M - $11.5M
|
622K
$26.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
216K+ 107.51% |
$6.67M - $8.75M
|
416K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
206K+ 461.77% |
$6.37M - $8.35M
|
250K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154K+ 12.01% |
$4.78M - $6.26M
|
1.44M
$61.2M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
116K+ 186.57% |
$3.6M - $4.72M
|
179K
$7.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
93.5KNew |
$2.9M - $3.8M
|
93.5K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
87.1K+ 25.95% |
$2.7M - $3.54M
|
423K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
76K+ 97.17% |
$2.35M - $3.09M
|
154K
$6.57M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
72.1K+ 402.43% |
$2.23M - $2.93M
|
90K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64.4K+ 16.51% |
$1.99M - $2.61M
|
454K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52.8K+ 270.13% |
$1.63M - $2.14M
|
72.3K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$1.43M - $1.88M
|
46.3K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46K+ 25.38% |
$1.42M - $1.87M
|
227K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
41.3K+ 4.38% |
$1.28M - $1.68M
|
983K
$41.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 275.44% |
$1.26M - $1.65M
|
55.3K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 8.89% |
$1M - $1.31M
|
397K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
32KNew |
$990K - $1.3M
|
32K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 57.61% |
$971K - $1.27M
|
85.8K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$948K - $1.24M
|
30.6K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$931K - $1.22M
|
30.1K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
28.3K+ 1.2% |
$875K - $1.15M
|
2.39M
$102M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.4K+ 14.2% |
$847K - $1.11M
|
220K
$9.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
27.2K+ 5.48% |
$842K - $1.1M
|
523K
$22.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
25KNew |
$774K - $1.01M
|
25K
$1.06M
|
|
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21.9K+ 74.11% |
$679K - $891K
|
51.5K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.4K+ 88.34% |
$661K - $867K
|
45.5K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
16.4K+ 6.57% |
$507K - $665K
|
265K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5K+ 157.3% |
$481K - $630K
|
25.4K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.5K+ 47.8% |
$449K - $589K
|
44.9K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13.1K+ 146.68% |
$404K - $530K
|
22K
$934K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 1111.3% |
$332K - $435K
|
11.7K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.2KNew |
$317K - $416K
|
10.2K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
10KNew |
$310K - $406K
|
10K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33K+ 11.9% |
$289K - $379K
|
87.7K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
8.82KNew |
$273K - $358K
|
8.82K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.8KNew |
$272K - $357K
|
8.8K
$374K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.34K+ 21.55% |
$258K - $339K
|
47.1K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.97KNew |
$247K - $324K
|
7.97K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.94KNew |
$246K - $322K
|
7.94K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.63K+ 25.76% |
$236K - $310K
|
37.2K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.71K+ 37.98% |
$177K - $232K
|
20.7K
$883K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.64KNew |
$175K - $229K
|
5.64K
$240K
|