Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.32K+ 2.73% |
$321K - $360K
|
275K
$13.1M
|
|
|
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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
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 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
523New |
$23K - $25.7K
|
523
$24.9K
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-31- 0.27% |
$1.36K - $1.53K
|
11.4K
$542K
|
|
|
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
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-925- 13.41% |
$40.6K - $45.5K
|
5.97K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-988- 10.41% |
$43.4K - $48.6K
|
8.5K
$405K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.65K- 10.87% |
$116K - $130K
|
21.7K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10.9K- 2.11% |
$479K - $537K
|
507K
$24.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-15.6K- 6.59% |
$683K - $766K
|
221K
$10.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17.2K- 53.42% |
$753K - $844K
|
15K
$712K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.8K- 7.0% |
$1.18M - $1.32M
|
356K
$17M
|
|