Latest Institutional Purchases of Alger ETF Tr Mid Cap 40 ETF (FRTY)
This list provides information on the latest institutional transactions involving Alger ETF Tr Mid Cap 40 ETF (FRTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 140.21% |
$2.63M - $3.19M
|
264K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143KNew |
$2.44M - $2.96M
|
143K
$2.35M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
39.4KNew |
$675K - $818K
|
39.4K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31.4KNew |
$538K - $652K
|
31.4K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21KNew |
$359K - $435K
|
21K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 16.47% |
$317K - $384K
|
131K
$2.16M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.4K+ 11.26% |
$281K - $340K
|
162K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.55K+ 6.53% |
$146K - $177K
|
139K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.31K+ 34.19% |
$73.7K - $89.3K
|
16.9K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98KNew |
$33.9K - $41K
|
1.98K
$32.6K
|
|
|
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
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 0.68% |
$8.78K - $10.6K
|
76.4K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25KNew |
$374K - $431K
|
25K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420New |
$6.28K - $7.24K
|
420
$6.93K
|
|
| Q2 2024 | |||||||
|
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
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$11.8K - $13.5K
|
1K
$16.5K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$3.17K - $3.57K
|
275
$4.53K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$140K - $156K
|
12.5K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.7K+ 59.78% |
$109K - $121K
|
25.9K
$428K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88K+ 21.86% |
$43.4K - $48.5K
|
21.6K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
519New |
$5.81K - $6.49K
|
519
$8.56K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
379New |
$4.24K - $4.74K
|
379
$6.25K
|
|