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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.13K+ 6.6% |
$39.6K - $48K
|
34.3K
$700K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.2K+ 11.92% |
$489K - $593K
|
246K
$5.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
604+ 0.32% |
$11.3K - $13.6K
|
187K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-314- 0.11% |
$5.86K - $7.09K
|
285K
$5.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
96.8K+ 15.11% |
$1.81M - $2.19M
|
738K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 1291.18% |
$3.07M - $3.72M
|
177K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 0.88% |
$3.08K - $3.73K
|
18.9K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.57K- 2.11% |
$29.2K - $35.3K
|
72.8K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30.5KNew |
$569K - $689K
|
30.5K
$622K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.16K+ 6.79% |
$59K - $71.4K
|
49.8K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 20.15% |
$72.6K - $87.9K
|
23.2K
$473K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.19K+ 9.45% |
$134K - $162K
|
83.3K
$1.7M
|
|
|
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 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.6K+ 3.26% |
$758K - $918K
|
1.29M
$26.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.6K+ 2.82% |
$29.8K - $36.1K
|
58.2K
$1.19M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
92.2K+ 48.37% |
$1.72M - $2.08M
|
283K
$5.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.73K+ 2.33% |
$50.8K - $61.6K
|
120K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.76K+ 12.18% |
$51.5K - $62.3K
|
25.4K
$518K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12.1K- 31.64% |
$226K - $273K
|
26.2K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-356- 13.53% |
$6.64K - $8.04K
|
2.28K
$46.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.66K- 14.37% |
$52K - $70.4K
|
21.8K
$445K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3New |
$42.6 - $57.7
|
3
$61.2
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.06K+ 9.66% |
$29.2K - $39.5K
|
23.3K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$211K - $285K
|
14.8K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$15K - $20.3K
|
1.06K
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.49K- 4.32% |
$49.5K - $67K
|
77.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$4.26K - $5.77K
|
300
$6.12K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-141- 57.55% |
$2K - $2.71K
|
104
$2.12K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49K- 75.39% |
$23.2K - $30.7K
|
487
$9.93K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
288+ 1.37% |
$4.49K - $5.92K
|
21.3K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.1K- 35.13% |
$780K - $1.03M
|
92.5K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
391New |
$6.09K - $8.04K
|
391
$7.97K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78New |
$1.22K - $1.6K
|
78
$1.59K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
82.7KNew |
$1.24M - $1.43M
|
82.7K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420New |
$6.28K - $7.24K
|
420
$8.56K
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25KNew |
$374K - $431K
|
25K
$510K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$14.4 - $16.6
|
1
$20.4
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$1.74K - $2.21K
|
134
$2.73K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$26K - $33K
|
10K
$204K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 80.0% |
$45.4 - $55.2
|
1
$20.4
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-228K- 95.5% |
$2.65M - $2.96M
|
10.7K
$219K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$3.17K - $3.57K
|
275
$5.61K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-99- 95.19% |
$1.14K - $1.28K
|
5
$102
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
379New |
$4.24K - $4.74K
|
379
$7.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$140K - $156K
|
12.5K
$255K
|
|