Farther Finance Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Farther Finance Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8K	Buy	408 +172	+73%	+$9.85K	﹤0.01%	3566
2025 Q4	$12.1K	Hold	236	–	–	﹤0.01%	3787
2025 Q3	$10.5K	Hold	236	–	–	﹤0.01%	3425
2025 Q2	$9.53K	Buy	236 +176	+293%	+$6.54K	﹤0.01%	3102
2025 Q1	$2.12K	Buy	+60	New	+$2.09K	﹤0.01%	3368
2024 Q3	–	Sell	-146	Closed	-$5.15K	–	4054
2024 Q2	$5.15K	Buy	146 +2	+1%	+$69	﹤0.01%	2386
2024 Q1	$4.86K	Buy	144 +24	+20%	+$768	﹤0.01%	2079
2023 Q4	$3.96K	Buy	+120	New	+$3.62K	﹤0.01%	2090

Other funds holding FRDM

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return