Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.97KNew |
$279K - $314K
|
6.97K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.65KNew |
$266K - $300K
|
6.65K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.31K+ 46.66% |
$253K - $285K
|
19.8K
$944K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.76K+ 3131.52% |
$231K - $260K
|
5.95K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.71KNew |
$228K - $257K
|
5.71K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.51K+ 17.23% |
$221K - $249K
|
37.5K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.24KNew |
$210K - $237K
|
5.24K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.18KNew |
$207K - $234K
|
5.18K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.81KNew |
$193K - $217K
|
4.81K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.77KNew |
$191K - $215K
|
4.77K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.71KNew |
$188K - $212K
|
4.71K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.57KNew |
$183K - $206K
|
4.57K
$218K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
4.56KNew |
$182K - $206K
|
4.56K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.54KNew |
$182K - $205K
|
4.54K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.53K+ 0.73% |
$182K - $205K
|
627K
$29.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.49K+ 3.78% |
$180K - $202K
|
123K
$5.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.04KNew |
$162K - $182K
|
4.04K
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.82K+ 2.14% |
$153K - $172K
|
182K
$8.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.48K+ 16.69% |
$139K - $157K
|
24.3K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 3.96% |
$139K - $157K
|
91.2K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.39KNew |
$136K - $153K
|
3.39K
$161K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.37K+ 6.55% |
$135K - $152K
|
54.9K
$2.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.12KNew |
$125K - $141K
|
3.12K
$148K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.11K+ 10.13% |
$125K - $140K
|
33.8K
$1.61M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.01K+ 12.09% |
$120K - $136K
|
27.9K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
2.59K+ 9.13% |
$104K - $117K
|
30.9K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.56K+ 5.7% |
$102K - $115K
|
47.4K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.22K+ 2.47% |
$88.8K - $100K
|
92.2K
$4.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.17KNew |
$86.8K - $97.8K
|
2.17K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2K+ 19.5% |
$80K - $90.1K
|
12.2K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.87K+ 8.5% |
$74.7K - $84.2K
|
23.8K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 2.39% |
$69.3K - $78K
|
74K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 6.23% |
$58.8K - $66.2K
|
25K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.19KNew |
$47.5K - $53.5K
|
1.19K
$56.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 8.86% |
$45.6K - $51.4K
|
14K
$667K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 120.96% |
$45.3K - $51K
|
2.07K
$98.3K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.13K+ 1.8% |
$45.1K - $50.8K
|
63.7K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 4.7% |
$43.8K - $49.4K
|
24.4K
$1.16M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 2.27% |
$42.8K - $48.3K
|
48.1K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
981New |
$39.3K - $44.3K
|
981
$46.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852+ 1.54% |
$34.1K - $38.4K
|
56.2K
$2.67M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
671+ 3.23% |
$26.9K - $30.3K
|
21.4K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
553+ 0.49% |
$22.1K - $24.9K
|
114K
$5.43M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
470+ 3.31% |
$18.8K - $21.2K
|
14.7K
$698K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 200.0% |
$16K - $18K
|
600
$28.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
340+ 2.91% |
$13.6K - $15.3K
|
12K
$572K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
333+ 13.87% |
$13.3K - $15K
|
2.73K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
332New |
$13.3K - $15K
|
332
$15.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
242+ 4.15% |
$9.69K - $10.9K
|
6.07K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
237+ 4.46% |
$9.49K - $10.7K
|
5.55K
$264K
|
|