Latest Institutional Purchases of Alger ETF Tr Mid Cap 40 ETF (FRTY)
This list provides information on the latest institutional transactions involving Alger ETF Tr Mid Cap 40 ETF (FRTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60K+ 5.06% |
$852K - $1.15M
|
1.25M
$23.7M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.95K+ 11.52% |
$56.1K - $76K
|
38.3K
$729K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.52K+ 17.23% |
$50K - $67.7K
|
24K
$457K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
447KNew |
$6.97M - $9.19M
|
447K
$8.52M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
228KNew |
$3.56M - $4.69M
|
228K
$4.35M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
199K+ 75.39% |
$3.1M - $4.08M
|
462K
$8.81M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
128K+ 92.15% |
$2M - $2.64M
|
268K
$5.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.5KNew |
$616K - $812K
|
39.5K
$753K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.2KNew |
$533K - $703K
|
34.2K
$651K
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 37.66% |
$231K - $305K
|
54.3K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10K+ 14.19% |
$156K - $206K
|
80.7K
$1.54M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.46KNew |
$54K - $71.2K
|
3.46K
$66K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.15K+ 12.72% |
$33.5K - $44.2K
|
19.1K
$363K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
391New |
$6.09K - $8.04K
|
391
$7.45K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
288+ 1.37% |
$4.49K - $5.92K
|
21.3K
$406K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78New |
$1.22K - $1.6K
|
78
$1.49K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
82.7KNew |
$1.24M - $1.43M
|
82.7K
$1.58M
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25KNew |
$374K - $431K
|
25K
$476K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420New |
$6.28K - $7.24K
|
420
$8K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$14.4 - $16.6
|
1
$19.1
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$1.74K - $2.21K
|
134
$2.55K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$11.8K - $13.5K
|
1K
$19.1K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$3.17K - $3.57K
|
275
$5.24K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$140K - $156K
|
12.5K
$238K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.7K+ 59.78% |
$109K - $121K
|
25.9K
$494K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88K+ 21.86% |
$43.4K - $48.5K
|
21.6K
$412K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
519New |
$5.81K - $6.49K
|
519
$9.89K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
379New |
$4.24K - $4.74K
|
379
$7.22K
|