Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
183K+ 240.53% |
$4.56M - $5.54M
|
259K
$9.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
52.3KNew |
$1.31M - $1.59M
|
52.3K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.8KNew |
$1.15M - $1.39M
|
45.8K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.6K+ 628.66% |
$1.14M - $1.38M
|
52.8K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17KNew |
$424K - $515K
|
17K
$592K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
16.2KNew |
$406K - $493K
|
16.2K
$566K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
14.7K+ 0.98% |
$368K - $446K
|
1.51M
$52.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.5K+ 8.0% |
$363K - $441K
|
196K
$6.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
13.7K+ 52.59% |
$343K - $417K
|
39.9K
$1.39M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.4K+ 108.2% |
$336K - $407K
|
25.8K
$900K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 72.31% |
$254K - $308K
|
24.2K
$843K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.48KNew |
$237K - $287K
|
9.48K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.33K+ 6.28% |
$233K - $283K
|
158K
$5.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
9.3KNew |
$232K - $282K
|
9.3K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.47K+ 8.89% |
$137K - $166K
|
67K
$2.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.07K+ 1.63% |
$127K - $154K
|
317K
$11M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.66K+ 3.39% |
$117K - $141K
|
142K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.43K+ 53.12% |
$111K - $134K
|
12.8K
$444K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.76K+ 21.15% |
$68.9K - $83.7K
|
15.8K
$551K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.74K+ 117.05% |
$68.4K - $83K
|
5.08K
$177K
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.38K+ 0.64% |
$59.6K - $72.3K
|
374K
$13M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 1.06% |
$55.3K - $67.1K
|
210K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.15K+ 4.87% |
$53.7K - $65.1K
|
46.2K
$1.61M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
153New |
$3.82K - $4.64K
|
153
$5.33K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
116+ 5.44% |
$2.9K - $3.52K
|
2.25K
$78.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
115+ 0.36% |
$2.87K - $3.49K
|
31.7K
$1.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.24% |
$800 - $970
|
13.5K
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.0% |
$75 - $91
|
90.8K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$25 - $30.3
|
1
$34.8
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-296- 3.16% |
$7.4K - $8.97K
|
9.09K
$317K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-474- 5.01% |
$11.8K - $14.4K
|
8.98K
$313K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-684- 1.17% |
$17.1K - $20.7K
|
57.9K
$2.02M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.5K- 48.38% |
$62.5K - $75.9K
|
2.67K
$93K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.47K- 12.51% |
$86.7K - $105K
|
24.3K
$846K
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.23K- 1.62% |
$181K - $219K
|
438K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.6K- 44.88% |
$516K - $626K
|
25.3K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.3K- 47.47% |
$1.16M - $1.4M
|
51.2K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-126K- 89.16% |
$3.15M - $3.82M
|
15.3K
$534K
|