Institutional Ownership Alger ETF Tr Mid Cap 40 ETF (FRTY)
This table provides information about the institutional ownership of Alger ETF Tr Mid Cap 40 ETF (FRTY). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
304,581
shares
|
$4.92 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
204,024
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2024
Added 34.69%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
105,351
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Added 62.63%
|
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
102,033
shares
|
$1.65 Million
0.44% of portfolio
|
Q1 2024
Added 1.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
99,310
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 42.89%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
95,069
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
82,673
shares
|
$1.33 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
68,997
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2024
Reduced 24.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
13,875
shares
|
$223,942
0.0% of portfolio
|
Q1 2024
Added 12.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
12,002
shares
|
$193,712
0.0% of portfolio
|
Q1 2024
Added 7.93%
|
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
10,000
shares
|
$161,400
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
134
shares
|
$2,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$80
0.0% of portfolio
|
Q1 2023
Reduced 95.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|