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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.43KNew |
$168K - $221K
|
5.43K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32K+ 29.61% |
$165K - $216K
|
23.3K
$990K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$164K - $215K
|
5.3K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.28KNew |
$163K - $214K
|
5.28K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.2KNew |
$161K - $211K
|
5.2K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.16KNew |
$160K - $210K
|
5.16K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.13K+ 5.72% |
$159K - $208K
|
94.9K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.81K+ 13.59% |
$149K - $195K
|
40.2K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 1.5% |
$124K - $162K
|
271K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4K+ 0.78% |
$124K - $162K
|
520K
$22.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.67K+ 5.36% |
$114K - $149K
|
72.1K
$3.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.59K+ 1.86% |
$111K - $146K
|
196K
$8.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.11K+ 4.53% |
$96.1K - $126K
|
71.6K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.05K+ 5.29% |
$94.6K - $124K
|
60.8K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 28.1% |
$91.9K - $121K
|
13.5K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.41K+ 4.01% |
$74.6K - $97.8K
|
62.6K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.17K+ 0.84% |
$67.3K - $88.2K
|
260K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$66K - $86.6K
|
2.13K
$90.8K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.07K+ 17.03% |
$64K - $83.9K
|
14.2K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.81K+ 1.62% |
$56.1K - $73.5K
|
114K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.6KNew |
$49.5K - $65K
|
1.6K
$68.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.6K+ 18.05% |
$49.4K - $64.8K
|
10.4K
$444K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.51K+ 21.31% |
$46.7K - $61.2K
|
8.58K
$365K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.09K+ 4.53% |
$33.9K - $44.4K
|
25.3K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
885+ 3.23% |
$27.4K - $35.9K
|
28.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
813New |
$25.2K - $33K
|
813
$34.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
747+ 28.47% |
$23.1K - $30.3K
|
3.37K
$143K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
685New |
$21.2K - $27.8K
|
685
$29.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
685+ 21.59% |
$21.2K - $27.8K
|
3.86K
$164K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
555+ 0.22% |
$17.2K - $22.5K
|
250K
$10.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
502+ 0.81% |
$15.5K - $20.4K
|
62.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450New |
$13.9K - $18.3K
|
450
$19.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 4.47% |
$10.7K - $14K
|
8.05K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
294+ 0.65% |
$9.1K - $11.9K
|
45.2K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
258+ 5.45% |
$7.99K - $10.5K
|
4.99K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
230+ 0.94% |
$7.12K - $9.34K
|
24.7K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
212+ 48.4% |
$6.56K - $8.61K
|
650
$27.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 293.33% |
$5.45K - $7.15K
|
236
$10K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
137+ 0.58% |
$4.24K - $5.56K
|
23.6K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
112+ 0.7% |
$3.47K - $4.55K
|
16.1K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
59+ 0.68% |
$1.83K - $2.4K
|
8.72K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 3.89% |
$1.08K - $1.42K
|
935
$39.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 1.64% |
$960 - $1.26K
|
1.92K
$81.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.32% |
$61.9 - $81.2
|
634
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 2.13% |
$31 - $40.6
|
48
$2.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$31 - $40.6
|
1
$42.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-38- 0.12% |
$1.18K - $1.54K
|
32.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 3.04% |
$7.49K - $9.83K
|
7.73K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-270- 4.61% |
$8.36K - $11K
|
5.59K
$238K
|