Worth Financial Advisory Group, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History

Worth Financial Advisory Group, LLC

$206 Billion
Q4 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 41,097 shares of FRTY stock, worth $837,967. This represents 0.42% of its overall portfolio holdings.

Number of Shares

41,097

Previous 31,384 30.95%

Holding current value

$837,967

Previous $703 Million 23.16%

% of portfolio

0.42%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$20.33 - $23.15 $197,465 - $224,855	9,713 Added 30.95%	41,097 $865 Million
Q3 2025 Oct 22, 2025	BUY	$18.65 - $22.58 $138,159 - $167,272	7,408 Added 30.9%	31,384 $703 Million
Q2 2025 Jul 16, 2025	BUY	$14.19 - $19.22 $50,005 - $67,731	3,524 Added 17.23%	23,976 $461 Million
Q1 2025 Apr 21, 2025	BUY	$15.58 - $20.55 $60,356 - $79,610	3,874 Added 23.37%	20,452 $326 Million
Q4 2024 Feb 11, 2025	BUY	$17.11 - $20.73 $30,951 - $37,500	1,809 Added 12.25%	16,578 $310 Million

Q3 2024 Oct 24, 2024	BUY	$14.96 - $17.23 $220,944 - $254,469	14,769 New	14,769 $253 Million

Others Institutions Holding FRTY

# of Institutions

Shares Held

4.22M

Call Options Held

Put Options Held

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About ALGER ETF TR MID CAP 40 ETF

Ticker FRTY
Sector ETFs
Industry ETFs

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Worth Financial Advisory Group, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History