Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 1291.18% |
$3.07M - $3.72M
|
177K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
96.8K+ 15.11% |
$1.81M - $2.19M
|
738K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
92.2K+ 48.37% |
$1.72M - $2.08M
|
283K
$5.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.6K+ 3.26% |
$758K - $918K
|
1.29M
$26.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30.5KNew |
$569K - $689K
|
30.5K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.2K+ 11.92% |
$489K - $593K
|
246K
$5.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 36.11% |
$254K - $308K
|
51.4K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12KNew |
$224K - $271K
|
12K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.8K+ 8.46% |
$183K - $221K
|
126K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.41K+ 30.9% |
$138K - $167K
|
31.4K
$640K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.19K+ 9.45% |
$134K - $162K
|
83.3K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 20.15% |
$72.6K - $87.9K
|
23.2K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.66K+ 16.79% |
$68.3K - $82.7K
|
25.5K
$519K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.16K+ 6.79% |
$59K - $71.4K
|
49.8K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 12.18% |
$51.5K - $62.3K
|
25.4K
$518K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.73K+ 2.33% |
$50.8K - $61.6K
|
120K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 5.46% |
$45.1K - $54.6K
|
46.6K
$951K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.13K+ 6.6% |
$39.6K - $48K
|
34.3K
$700K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.6K+ 2.82% |
$29.8K - $36.1K
|
58.2K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
604+ 0.32% |
$11.3K - $13.6K
|
187K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 0.88% |
$3.08K - $3.73K
|
18.9K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-314- 0.11% |
$5.86K - $7.09K
|
285K
$5.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-356- 13.53% |
$6.64K - $8.04K
|
2.28K
$46.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.57K- 2.11% |
$29.2K - $35.3K
|
72.8K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12.1K- 31.64% |
$226K - $273K
|
26.2K
$533K
|
|