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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-316- 3.03% |
$9.78K - $12.8K
|
10.1K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-329- 3.01% |
$10.2K - $13.4K
|
10.6K
$451K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-494- 8.98% |
$15.3K - $20.1K
|
5.01K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-533- 86.11% |
$16.5K - $21.6K
|
86
$3.66K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-739- 5.87% |
$22.9K - $30K
|
11.8K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-811- 5.93% |
$25.1K - $32.9K
|
12.9K
$548K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-869- 0.38% |
$26.9K - $35.3K
|
227K
$9.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-873- 6.56% |
$27K - $35.4K
|
12.4K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1K- 32.06% |
$31K - $40.6K
|
2.12K
$90.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.18K- 0.73% |
$36.5K - $47.9K
|
160K
$6.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 77.67% |
$36.7K - $48.2K
|
341
$14.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.34K- 0.7% |
$41.6K - $54.6K
|
190K
$8.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.4K- 2.31% |
$43.4K - $56.9K
|
59.2K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 11.69% |
$46.7K - $61.2K
|
11.4K
$485K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.36K- 10.17% |
$73.1K - $95.9K
|
20.9K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.54K- 1.85% |
$78.5K - $103K
|
134K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.75K- 0.75% |
$85.1K - $112K
|
363K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.87K- 66.57% |
$88.9K - $117K
|
1.44K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.16K- 1.74% |
$97.7K - $128K
|
178K
$7.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.45K- 46.29% |
$138K - $181K
|
5.16K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.5K- 15.02% |
$139K - $183K
|
25.4K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-6.01K- 1.64% |
$186K - $244K
|
360K
$15.3M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 4.52% |
$189K - $248K
|
129K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.75K- 41.94% |
$271K - $355K
|
12.1K
$515K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 27.02% |
$363K - $476K
|
31.7K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.1K- 39.0% |
$561K - $736K
|
28.3K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 10.48% |
$592K - $776K
|
163K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 87.44% |
$975K - $1.28M
|
4.53K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-48.6K- 21.8% |
$1.51M - $1.97M
|
174K
$7.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.8K- 98.73% |
$1.76M - $2.3M
|
729
$31K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.7K- 29.31% |
$1.79M - $2.34M
|
139K
$5.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-73.5K- 90.97% |
$2.27M - $2.98M
|
7.29K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-97.9K- 86.72% |
$3.03M - $3.98M
|
15K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-520K- 87.76% |
$16.1M - $21.1M
|
72.5K
$3.08M
|