Latest Institutional Transactions on Alger ETF Tr Mid Cap 40 ETF (FRTY)
This table provides information on the latest institutional transactions involving Alger ETF Tr Mid Cap 40 ETF (FRTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.34K+ 4.31% |
$33.2K - $45K
|
56.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2K- 5.85% |
$28.4K - $38.4K
|
32.2K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
179K+ 38.62% |
$2.53M - $3.43M
|
641K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.49K- 4.32% |
$49.5K - $67K
|
77.2K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.2KNew |
$627K - $850K
|
44.2K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$15K - $20.3K
|
1.06K
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$211K - $285K
|
14.8K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.06K+ 9.66% |
$29.2K - $39.5K
|
23.3K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.8KNew |
$310K - $419K
|
21.8K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.08K- 3.54% |
$115K - $155K
|
220K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8KNew |
$181K - $245K
|
12.8K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 21.67% |
$48.8K - $66.1K
|
19.3K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.3K- 1.95% |
$32.6K - $44.2K
|
116K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.1KNew |
$1.08M - $1.46M
|
76.1K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
359+ 0.49% |
$5.09K - $6.9K
|
74.3K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-256K- 57.35% |
$3.64M - $4.93M
|
191K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 4.55% |
$25.5K - $34.6K
|
37.7K
$764K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
46.6KNew |
$661K - $896K
|
46.6K
$944K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$265K - $359K
|
18.7K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-81.3K- 30.35% |
$1.15M - $1.56M
|
187K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-832- 24.03% |
$11.8K - $16K
|
2.63K
$53.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$4.26K - $5.77K
|
300
$6.08K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-22.5K- 16.14% |
$320K - $433K
|
117K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.6K+ 18.89% |
$51.1K - $69.2K
|
22.7K
$459K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.52K+ 17.23% |
$50K - $67.7K
|
24K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.95K+ 11.52% |
$56.1K - $76K
|
38.3K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-141- 57.55% |
$2K - $2.71K
|
104
$2.11K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60K+ 5.06% |
$852K - $1.15M
|
1.25M
$25.2M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.19K- 1.79% |
$80.9K - $107K
|
285K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49K- 75.39% |
$23.2K - $30.7K
|
487
$9.86K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
288+ 1.37% |
$4.49K - $5.92K
|
21.3K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.1K- 35.13% |
$780K - $1.03M
|
92.5K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
391New |
$6.09K - $8.04K
|
391
$7.92K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78New |
$1.22K - $1.6K
|
78
$1.58K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 50.0% |
$51.3 - $62.2
|
3
$60.8
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
82.7KNew |
$1.24M - $1.43M
|
82.7K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420New |
$6.28K - $7.24K
|
420
$8.51K
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25KNew |
$374K - $431K
|
25K
$506K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$14.4 - $16.6
|
1
$20.3
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$1.74K - $2.21K
|
134
$2.71K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$26K - $33K
|
10K
$203K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 80.0% |
$45.4 - $55.2
|
1
$20.3
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-228K- 95.5% |
$2.65M - $2.96M
|
10.7K
$217K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$3.17K - $3.57K
|
275
$5.57K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-99- 95.19% |
$1.14K - $1.28K
|
5
$101
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
379New |
$4.24K - $4.74K
|
379
$7.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$140K - $156K
|
12.5K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
519New |
$5.81K - $6.49K
|
519
$10.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-13.3K- 8.05% |
$149K - $166K
|
152K
$3.08M
|
|