Institutional Ownership 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). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 2.06 Million shares, which have been reported (via 13F filing form) to have a value of $40 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
936,527
shares
|
$18.2 Million
0.04% of portfolio
|
Q3 2024
Added 94.04%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
295,838
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
145,690
shares
|
$2.83 Million
0.62% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
130,844
shares
|
$2.54 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
112,612
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
109,731
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
82,725
shares
|
$1.61 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
75,852
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
71,087
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
25,000
shares
|
$486,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,799
shares
|
$365,452
0.0% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
14,769
shares
|
$287,109
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
12,600
shares
|
$244,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,554
shares
|
$224,609
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$194,400
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,434
shares
|
$47,316
0.0% of portfolio
|
Q3 2024
Added 14217.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
420
shares
|
$8,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$97
0.0% of portfolio
|
Q1 2023
Reduced 95.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|