Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.7K+ 6.82% |
$1.18M - $1.56M
|
1.19M
$22.6M
|
|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 23.37% |
$60.4K - $79.6K
|
20.5K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.46KNew |
$54K - $71.2K
|
3.46K
$66K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86K+ 9.09% |
$44.5K - $58.8K
|
34.3K
$654K
|
|
|
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
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
245New |
$3.82K - $5.03K
|
245
$4.67K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78New |
$1.22K - $1.6K
|
78
$1.49K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 100.0% |
$46.7 - $61.7
|
6
$114
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49K- 75.39% |
$23.2K - $30.7K
|
487
$9.28K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.38K- 3.12% |
$37.1K - $48.9K
|
74K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 15.13% |
$44.1K - $58.1K
|
15.9K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.19K- 1.79% |
$80.9K - $107K
|
285K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 9.94% |
$203K - $268K
|
118K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-22.4K- 13.8% |
$349K - $460K
|
140K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.1K- 35.13% |
$780K - $1.03M
|
92.5K
$1.76M
|