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 33 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $84.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,286,741
shares
|
$26.2 Million
0.05% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
737,646
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
284,990
shares
|
$5.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
282,927
shares
|
$5.77 Million
0.82% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
246,419
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
187,151
shares
|
$3.82 Million
1.53% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
177,459
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Added 1291.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
125,619
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
119,899
shares
|
$2.44 Million
0.66% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
83,292
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
77,168
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
72,778
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
58,225
shares
|
$1.19 Million
0.91% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
51,353
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
49,758
shares
|
$1.01 Million
0.73% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
46,630
shares
|
$950,785
0.01% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,313
shares
|
$699,642
0.01% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
31,384
shares
|
$639,919
0.39% of portfolio
|
Q3 2025
Added 30.9%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
30,510
shares
|
$622,098
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
26,156
shares
|
$533,320
0.2% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,475
shares
|
$519,435
0.0% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,418
shares
|
$518,273
0.0% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
23,202
shares
|
$473,088
0.0% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,287
shares
|
$434,041
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,867
shares
|
$384,698
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|