Latest Institutional Transactions on Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10.9K- 2.11% |
$479K - $537K
|
507K
$24.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 111.11% |
$21.9K - $24.6K
|
950
$45.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.72K+ 116.82% |
$207K - $232K
|
8.75K
$416K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
4.98KNew |
$218K - $245K
|
4.98K
$237K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
19.1K+ 17.02% |
$837K - $938K
|
131K
$6.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.86KNew |
$213K - $239K
|
4.86K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-884- 10.51% |
$38.8K - $43.5K
|
7.53K
$358K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.8K- 7.0% |
$1.18M - $1.32M
|
356K
$17M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-925- 13.41% |
$40.6K - $45.5K
|
5.97K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.76KNew |
$428K - $480K
|
9.76K
$464K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 27.67% |
$527K - $591K
|
55.4K
$2.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-988- 10.41% |
$43.4K - $48.6K
|
8.5K
$405K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17.2K- 53.42% |
$753K - $844K
|
15K
$712K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
19+ 0.42% |
$834 - $935
|
4.58K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 2.23% |
$135K - $151K
|
141K
$6.7M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.01K+ 12.09% |
$120K - $136K
|
27.9K
$1.33M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.11M - $1.25M
|
27.8K
$1.32M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
7.25K+ 2.73% |
$290K - $327K
|
273K
$13M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
671+ 3.23% |
$26.9K - $30.3K
|
21.4K
$1.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$400 - $451
|
10
$476
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 2.27% |
$42.8K - $48.3K
|
48.1K
$2.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
29.4KNew |
$1.18M - $1.33M
|
29.4K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.82K+ 2.14% |
$153K - $172K
|
182K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
32.1K+ 2.81% |
$1.28M - $1.45M
|
1.17M
$55.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 77.47% |
$4.32M - $4.87M
|
247K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-909- 7.31% |
$36.4K - $41K
|
11.5K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.65KNew |
$266K - $300K
|
6.65K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.8K+ 19.4% |
$472K - $532K
|
72.6K
$3.46M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852+ 1.54% |
$34.1K - $38.4K
|
56.2K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.56K+ 5.7% |
$102K - $115K
|
47.4K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 245.41% |
$2.21M - $2.48M
|
77.5K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.99K- 3.52% |
$320K - $361K
|
219K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.53K+ 0.73% |
$182K - $205K
|
627K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 1.53% |
$879K - $990K
|
1.46M
$69.5M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-100- 2.0% |
$4K - $4.51K
|
4.89K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.71KNew |
$228K - $257K
|
5.71K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 16.06% |
$77.9K - $87.7K
|
10.2K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.25K- 11.47% |
$130K - $146K
|
25.1K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
290K+ 63.83% |
$11.6M - $13.1M
|
744K
$35.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.17KNew |
$86.8K - $97.8K
|
2.17K
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.02% |
$40 - $45.1
|
5.01K
$238K
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.31K+ 46.66% |
$253K - $285K
|
19.8K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.9K- 26.86% |
$1.76M - $1.98M
|
119K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 9.09% |
$911K - $1.03M
|
273K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51KNew |
$2.04M - $2.3M
|
51K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.24KNew |
$210K - $237K
|
5.24K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8K+ 138.37% |
$631K - $711K
|
27.1K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.77KNew |
$191K - $215K
|
4.77K
$227K
|
|