Menard Financial Group LLC Alger ETF Tr Mid Cap 40 ETF Transaction History

Menard Financial Group LLC

$145 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$12.3 - $17.25 $460,413 - $645,702	-37,432 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$15.94 - $19.98 $596,666 - $747,891	37,432 New	37,432 $638,000

Others Institutions Holding FRTY

# of Institutions

29

Shares Held

3.64M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

1.19M
Shares

$22.6 Million
0.04% of portfolio
Ubs Group Ag

462K
Shares

$8.79 Million
0.0% of portfolio
Brookwood Investment Group LLC Phoenix, AZ

447K
Shares

$8.5 Million
1.22% of portfolio
Fred Alger Management, LLC New York, NY

285K
Shares

$5.43 Million
0.03% of portfolio
Prosperity Financial Group, Inc. San Ramon, CA

268K
Shares

$5.09 Million
2.12% of portfolio

About ALGER ETF TR MID CAP 40 ETF

Ticker FRTY
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