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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-502- 6.5% |
$20.1K - $22.6K
|
7.23K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
332New |
$13.3K - $15K
|
332
$15.8K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 120.96% |
$45.3K - $51K
|
2.07K
$98.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.9K+ 1219.8% |
$3.88M - $4.37M
|
105K
$4.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
189+ 3.35% |
$7.57K - $8.53K
|
5.83K
$278K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 8.58% |
$4.34M - $4.89M
|
1.37M
$65.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-104K- 59.83% |
$4.18M - $4.71M
|
70.1K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.18KNew |
$207K - $234K
|
5.18K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.06KNew |
$363K - $409K
|
9.06K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
333+ 13.87% |
$13.3K - $15K
|
2.73K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 0.54% |
$79K - $89K
|
361K
$17.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.2K- 2.73% |
$208K - $235K
|
185K
$8.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
70.5KNew |
$2.82M - $3.18M
|
70.5K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.35K- 17.77% |
$214K - $241K
|
24.7K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 4.7% |
$43.8K - $49.4K
|
24.4K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
233New |
$9.33K - $10.5K
|
233
$11.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.47% |
$360 - $406
|
1.93K
$91.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 8.86% |
$45.6K - $51.4K
|
14K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
340+ 2.91% |
$13.6K - $15.3K
|
12K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 6.23% |
$58.8K - $66.2K
|
25K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.9K+ 32.08% |
$2.92M - $3.29M
|
300K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
135+ 0.09% |
$5.41K - $6.09K
|
154K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-322- 0.52% |
$12.9K - $14.5K
|
61.9K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
131K+ 325.16% |
$5.23M - $5.89M
|
171K
$8.13M
|
|
|
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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
237+ 4.46% |
$9.49K - $10.7K
|
5.55K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17.3K+ 24.22% |
$694K - $782K
|
89K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10K+ 1.53% |
$402K - $453K
|
668K
$31.8M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73.9KNew |
$2.96M - $3.33M
|
73.9K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
33.6K+ 6.42% |
$1.34M - $1.51M
|
557K
$26.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7.35K+ 3.75% |
$294K - $332K
|
204K
$9.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.4K- 13.96% |
$895K - $1.01M
|
138K
$6.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.9KNew |
$1.48M - $1.66M
|
36.9K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 237.08% |
$516K - $581K
|
18.3K
$871K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-16.3K- 3.87% |
$654K - $737K
|
406K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15.7K+ 16.5% |
$627K - $706K
|
111K
$5.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58.5KNew |
$2.34M - $2.64M
|
58.5K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.52% |
$801 - $902
|
3.84K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
33.5K+ 90.02% |
$1.34M - $1.51M
|
70.7K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.76K+ 3131.52% |
$231K - $260K
|
5.95K
$283K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-132- 0.22% |
$5.29K - $5.95K
|
59.1K
$2.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.81KNew |
$193K - $217K
|
4.81K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 7.75% |
$1.23M - $1.39M
|
428K
$20.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09K- 51.15% |
$43.7K - $49.2K
|
1.04K
$49.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.71KNew |
$188K - $212K
|
4.71K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.6K+ 2.3% |
$904K - $1.02M
|
1.01M
$47.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-31.1K- 82.49% |
$1.25M - $1.4M
|
6.61K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.7K+ 82.8% |
$828K - $933K
|
45.7K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-4.43K- 17.41% |
$177K - $200K
|
21K
$1M
|
|