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 36 institutions that hold shares in the stock, with a total of 3.68 Million shares, which have been reported (via 13F filing form) to have a value of $75.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,246,096
shares
|
$25.4 Million
0.04% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
640,846
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 38.62%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
285,304
shares
|
$5.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
220,176
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
190,688
shares
|
$3.89 Million
0.59% of portfolio
|
Q2 2025
Reduced 57.35%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
186,547
shares
|
$3.81 Million
1.52% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
117,173
shares
|
$2.39 Million
0.58% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
115,823
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
77,168
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
76,098
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
74,343
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
56,628
shares
|
$1.16 Million
0.83% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
46,596
shares
|
$950,558
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,214
shares
|
$901,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
38,260
shares
|
$780,504
0.29% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
37,728
shares
|
$769,651
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,188
shares
|
$656,635
0.0% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
23,976
shares
|
$489,110
0.28% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
23,344
shares
|
$476,217
0.0% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
22,658
shares
|
$462,223
0.0% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,813
shares
|
$444,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,287
shares
|
$434,254
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,311
shares
|
$393,944
0.0% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,702
shares
|
$381,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,849
shares
|
$302,919
0.0% of portfolio
|
Q2 2025
New holding
|