Latest Institutional Purchases of Ea Ser Tr Freedom 100 Emerging (FRDM)
This list provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
273KNew |
$12M - $13.4M
|
273K
$13M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
90.6KNew |
$3.98M - $4.46M
|
90.6K
$4.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
43.4KNew |
$1.9M - $2.13M
|
43.4K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
26.6K+ 583.01% |
$1.17M - $1.31M
|
31.1K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
19.1K+ 17.02% |
$837K - $938K
|
131K
$6.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14.3K+ 81.74% |
$628K - $704K
|
31.8K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 27.67% |
$527K - $591K
|
55.4K
$2.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11K+ 46.09% |
$482K - $540K
|
34.8K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.76KNew |
$428K - $480K
|
9.76K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
4.98KNew |
$218K - $245K
|
4.98K
$237K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.86KNew |
$213K - $239K
|
4.86K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
4.72K+ 116.82% |
$207K - $232K
|
8.75K
$416K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.19KNew |
$184K - $206K
|
4.19K
$200K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 2.23% |
$135K - $151K
|
141K
$6.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
523+ 1.19% |
$23K - $25.7K
|
44.5K
$2.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 111.11% |
$21.9K - $24.6K
|
950
$45.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
19+ 0.42% |
$834 - $935
|
4.58K
$218K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
290K+ 63.83% |
$11.6M - $13.1M
|
744K
$35.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
264KNew |
$10.6M - $11.9M
|
264K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133K+ 49.26% |
$5.34M - $6.02M
|
404K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
131K+ 325.16% |
$5.23M - $5.89M
|
171K
$8.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109K+ 1027.3% |
$4.36M - $4.92M
|
120K
$5.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 8.58% |
$4.34M - $4.89M
|
1.37M
$65.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 77.47% |
$4.32M - $4.87M
|
247K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.9K+ 1219.8% |
$3.88M - $4.37M
|
105K
$4.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
88K+ 21.16% |
$3.53M - $3.97M
|
504K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73.9KNew |
$2.96M - $3.33M
|
73.9K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.9K+ 32.08% |
$2.92M - $3.29M
|
300K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
70.5KNew |
$2.82M - $3.18M
|
70.5K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58.5KNew |
$2.34M - $2.64M
|
58.5K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 245.41% |
$2.21M - $2.48M
|
77.5K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52K+ 20.02% |
$2.08M - $2.35M
|
312K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51KNew |
$2.04M - $2.3M
|
51K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
47.9K+ 21.75% |
$1.92M - $2.16M
|
268K
$12.8M
|
|
|
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
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
33.6K+ 6.42% |
$1.34M - $1.51M
|
557K
$26.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
33.5K+ 90.02% |
$1.34M - $1.51M
|
70.7K
$3.37M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
33K+ 18.44% |
$1.32M - $1.49M
|
212K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 128.39% |
$1.31M - $1.47M
|
58K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
32.1K+ 2.81% |
$1.28M - $1.45M
|
1.17M
$55.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 7.75% |
$1.23M - $1.39M
|
428K
$20.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
29.4KNew |
$1.18M - $1.33M
|
29.4K
$1.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.11M - $1.25M
|
27.8K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.7KNew |
$1.11M - $1.25M
|
27.7K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 9.09% |
$911K - $1.03M
|
273K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22.6K+ 2.3% |
$904K - $1.02M
|
1.01M
$47.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 1.53% |
$879K - $990K
|
1.46M
$69.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.7K+ 82.8% |
$828K - $933K
|
45.7K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17.3K+ 24.22% |
$694K - $782K
|
89K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8K+ 138.37% |
$631K - $711K
|
27.1K
$1.29M
|
|