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Alger Mid Cap 40 ETF (FRTY)

CUSIP: 015564107 | NYSE | 83 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC494,270
0.0% of portfolio›$11.3M
Truist Financial Corp297,309
0.0% of portfolio›$7.0M
Commonwealth Equity Services, LLC291,328
0.0% of portfolio›$6.9M
Castle Rock Wealth Management, LLC123,991
0.6% of portfolio›$3.0M
Flagship Harbor Advisors, LLC72,014
0.1% of portfolio›$1.7M
Advisory Advocates, LLC70,318
1.4% of portfolio›$1.7M
Creative Financial Designs Inc65,139
0.1% of portfolio›$1.5M
Worth Financial Advisory Group, LLC61,512
0.6% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.45,709
0.0% of portfolio›$1.1M
Davenport & Co LLC33,433
0.0% of portfolio›$792.2K
Balentine LLC30,510
0.0% of portfolio›$722.9K
Kestra Advisory Services, LLC14,365
0.0% of portfolio›$340.4K
Moneco Advisors, LLC11,649
0.0% of portfolio›$276.0K
Ascentis Independent Advisors9,607
0.0% of portfolio›$227.6K
IFP Advisors, Inc3,782
0.0% of portfolio›$89.6K
Catherine Avery Investment Management LLC721
0.0% of portfolio›$17.1K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
494,270$11.3M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
297,309$7.0M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
291,328$6.9M0.0%ETFLowWaltham, MA2026-11-02
Castle Rock Wealth Management, LLC
123,991$3.0M0.6%GrowthMediumWalnut Creek, CA2026-10-09
Flagship Harbor Advisors, LLC
72,014$1.7M0.1%ETFMediumBoston, MA2026-10-26
Advisory Advocates, LLC
70,318$1.7M1.4%YieldMediumGrand Rapids, MI2026-11-05
Creative Financial Designs Inc
65,139$1.5M0.1%ETFMediumKokomo, IN2026-11-04
Worth Financial Advisory Group, LLC
61,512$1.5M0.6%GrowthVery LowCharlotte, NC2026-10-19
Cambridge Investment Research Advisors, Inc.
45,709$1.1M0.0%ETFLowFairfield, IA2026-11-02
Davenport & Co LLC
33,433$792.2K0.0%CoreMediumRichmond, VA2026-10-14
Balentine LLC
30,510$722.9K0.0%ETFLowAtlanta, GA2026-11-03
Kestra Advisory Services, LLC
14,365$340.4K0.0%CoreLowAustin, TX2026-11-02
Moneco Advisors, LLC
11,649$276.0K0.0%ETFLowFairfield, CT2026-11-05
Ascentis Independent Advisors
9,607$227.6K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
3,782$89.6K0.0%GrowthLowTampa, FL2026-10-16
Catherine Avery Investment Management LLC
721$17.1K0.0%CoreMediumLongboat Key, FL2026-10-14