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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
233New |
$9.33K - $10.5K
|
233
$11.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
189+ 3.35% |
$7.57K - $8.53K
|
5.83K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155New |
$6.21K - $6.99K
|
155
$7.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
141+ 8.64% |
$5.65K - $6.36K
|
1.77K
$84.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
135+ 0.09% |
$5.41K - $6.09K
|
154K
$7.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
115+ 2.18% |
$4.6K - $5.19K
|
5.4K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52New |
$2.08K - $2.35K
|
52
$2.47K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.08% |
$1.04K - $1.17K
|
32.1K
$1.53M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
14+ 0.2% |
$561 - $632
|
6.9K
$328K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$400 - $451
|
10
$476
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.47% |
$360 - $406
|
1.93K
$91.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.49% |
$280 - $316
|
1.45K
$68.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.02% |
$40 - $45.1
|
5.01K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.52% |
$801 - $902
|
3.84K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-100- 2.0% |
$4K - $4.51K
|
4.89K
$233K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-126- 1.47% |
$5.05K - $5.68K
|
8.46K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-132- 0.22% |
$5.29K - $5.95K
|
59.1K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-139- 0.55% |
$5.57K - $6.27K
|
25.1K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-302- 3.46% |
$12.1K - $13.6K
|
8.42K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-322- 0.52% |
$12.9K - $14.5K
|
61.9K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-326- 2.02% |
$13.1K - $14.7K
|
15.8K
$752K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 2.98% |
$14K - $15.8K
|
11.4K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-502- 6.5% |
$20.1K - $22.6K
|
7.23K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-585- 85.4% |
$23.4K - $26.4K
|
100
$4.76K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-608- 11.77% |
$24.3K - $27.4K
|
4.56K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-617- 6.1% |
$24.7K - $27.8K
|
9.49K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-625- 85.73% |
$25K - $28.2K
|
104
$4.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-909- 7.31% |
$36.4K - $41K
|
11.5K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-946- 12.97% |
$37.9K - $42.7K
|
6.35K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 3.21% |
$40.7K - $45.9K
|
30.6K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09K- 51.15% |
$43.7K - $49.2K
|
1.04K
$49.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$44.9K - $50.6K
|
71K
$3.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.2K- 2.65% |
$48K - $54.1K
|
44K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.51K- 0.29% |
$60.5K - $68.1K
|
518K
$24.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59K- 3.5% |
$63.8K - $71.9K
|
43.9K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.62K- 1.21% |
$65K - $73.2K
|
133K
$6.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 16.06% |
$77.9K - $87.7K
|
10.2K
$484K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 0.54% |
$79K - $89K
|
361K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.25K- 11.47% |
$130K - $146K
|
25.1K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.12K- 4.4% |
$165K - $186K
|
89.4K
$4.25M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-4.43K- 17.41% |
$177K - $200K
|
21K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.2K- 2.73% |
$208K - $235K
|
185K
$8.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.35K- 17.77% |
$214K - $241K
|
24.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.99K- 3.52% |
$320K - $361K
|
219K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.2K- 5.28% |
$528K - $595K
|
236K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-16.3K- 3.87% |
$654K - $737K
|
406K
$19.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-17.6K- 14.31% |
$703K - $792K
|
105K
$5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.4K- 13.96% |
$895K - $1.01M
|
138K
$6.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-31.1K- 82.49% |
$1.25M - $1.4M
|
6.61K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-32.4K- 8.99% |
$1.3M - $1.46M
|
328K
$15.6M
|
|