Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of ALGER ETF TR MID CAP 40 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
179K+ 38.62% |
$2.53M - $3.43M
|
641K
$14.6M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.1KNew |
$1.08M - $1.46M
|
76.1K
$1.73M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60K+ 5.06% |
$852K - $1.15M
|
1.25M
$28.4M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
46.6KNew |
$661K - $896K
|
46.6K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.2KNew |
$627K - $850K
|
44.2K
$1.01M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.8KNew |
$310K - $419K
|
21.8K
$497K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$265K - $359K
|
18.7K
$426K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$211K - $285K
|
14.8K
$338K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8KNew |
$181K - $245K
|
12.8K
$291K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.95K+ 11.52% |
$56.1K - $76K
|
38.3K
$872K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.6K+ 18.89% |
$51.1K - $69.2K
|
22.7K
$516K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.52K+ 17.23% |
$50K - $67.7K
|
24K
$546K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 21.67% |
$48.8K - $66.1K
|
19.3K
$440K
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.34K+ 4.31% |
$33.2K - $45K
|
56.6K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.06K+ 9.66% |
$29.2K - $39.5K
|
23.3K
$532K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$15K - $20.3K
|
1.06K
$24K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
359+ 0.49% |
$5.09K - $6.9K
|
74.3K
$1.69M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$4.26K - $5.77K
|
300
$6.84K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3New |
$42.6 - $57.7
|
3
$68.4
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-141- 57.55% |
$2K - $2.71K
|
104
$2.37K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-832- 24.03% |
$11.8K - $16K
|
2.63K
$60K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 4.55% |
$25.5K - $34.6K
|
37.7K
$860K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2K- 5.85% |
$28.4K - $38.4K
|
32.2K
$734K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.3K- 1.95% |
$32.6K - $44.2K
|
116K
$2.64M
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.49K- 4.32% |
$49.5K - $67K
|
77.2K
$1.76M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.08K- 3.54% |
$115K - $155K
|
220K
$5.02M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-22.5K- 16.14% |
$320K - $433K
|
117K
$2.67M
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-81.3K- 30.35% |
$1.15M - $1.56M
|
187K
$4.25M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-256K- 57.35% |
$3.64M - $4.93M
|
191K
$4.35M
|