Latest Institutional Transactions on Alger ETF Tr Mid Cap 40 ETF (FRTY)
This table provides information on the latest institutional transactions involving Alger ETF Tr Mid Cap 40 ETF (FRTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174K+ 18.64% |
$2.98M - $3.62M
|
1.11M
$18.3M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
39.4KNew |
$675K - $818K
|
39.4K
$650K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.4K+ 11.26% |
$281K - $340K
|
162K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98KNew |
$33.9K - $41K
|
1.98K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 140.21% |
$2.63M - $3.19M
|
264K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.34K- 1.81% |
$91.4K - $111K
|
290K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143KNew |
$2.44M - $2.96M
|
143K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21KNew |
$359K - $435K
|
21K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 12.25% |
$31K - $37.5K
|
16.6K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 16.47% |
$317K - $384K
|
131K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 0.68% |
$8.78K - $10.6K
|
76.4K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-99- 0.53% |
$1.69K - $2.05K
|
18.7K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.55K+ 6.53% |
$146K - $177K
|
139K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43K- 99.88% |
$41.6K - $50.4K
|
3
$49.5
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-454- 0.64% |
$7.77K - $9.41K
|
70.6K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.31K+ 34.19% |
$73.7K - $89.3K
|
16.9K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31.4KNew |
$538K - $652K
|
31.4K
$519K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
82.7KNew |
$1.24M - $1.43M
|
82.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420New |
$6.28K - $7.24K
|
420
$6.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25KNew |
$374K - $431K
|
25K
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-526- 4.35% |
$7.87K - $9.06K
|
11.6K
$191K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54.4K- 54.78% |
$785K - $900K
|
44.9K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$14.4 - $16.6
|
1
$16.5
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$1.74K - $2.21K
|
134
$2.21K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$26K - $33K
|
10K
$165K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 80.0% |
$45.4 - $55.2
|
1
$16.5
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$11.8K - $13.5K
|
1K
$16.5K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-228K- 95.5% |
$2.65M - $2.96M
|
10.7K
$177K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$3.17K - $3.57K
|
275
$4.53K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-99- 95.19% |
$1.14K - $1.28K
|
5
$82.4
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
379New |
$4.24K - $4.74K
|
379
$6.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$140K - $156K
|
12.5K
$206K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-13.3K- 8.05% |
$149K - $166K
|
152K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
519New |
$5.81K - $6.49K
|
519
$8.56K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88K+ 21.86% |
$43.4K - $48.5K
|
21.6K
$357K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.7K+ 59.78% |
$109K - $121K
|
25.9K
$428K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.4KClosed |
$460K - $646K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-13.9K- 54.59% |
$171K - $239K
|
11.5K
$190K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
$156K - $219K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9KClosed |
$174K - $218K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50Closed |
$921 - $1.05K
|
0
$0
|
|