Institutional Ownership 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). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $40.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
935,876
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
290,497
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
263,580
shares
|
$4.61 Million
0.0% of portfolio
|
Q4 2024
Added 140.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
145,690
shares
|
$2.55 Million
0.62% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
142,564
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
139,391
shares
|
$2.44 Million
1.3% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
131,159
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
76,365
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
70,633
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
31,448
shares
|
$550,340
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,999
shares
|
$367,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,700
shares
|
$327,250
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,908
shares
|
$295,890
0.0% of portfolio
|
Q4 2024
Added 34.19%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
16,578
shares
|
$290,115
0.19% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$175,000
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,979
shares
|
$34,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$87
0.0% of portfolio
|
Q1 2023
Reduced 95.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3
shares
|
$52
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|