Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of ALGER ETF TR MID CAP 40 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.5K+ 34.69% |
$683K - $868K
|
204K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
40.6K+ 62.63% |
$527K - $670K
|
105K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.67K+ 1.66% |
$21.6K - $27.5K
|
102K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 12.12% |
$19.5K - $24.8K
|
13.9K
$243K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
882+ 7.93% |
$11.5K - $14.6K
|
12K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$1.74K - $2.21K
|
134
$2.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-253- 0.27% |
$3.29K - $4.18K
|
95.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$26K - $33K
|
10K
$175K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.89K- 3.37% |
$37.5K - $47.7K
|
82.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-15K- 4.69% |
$195K - $247K
|
305K
$5.33M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-22.1K- 24.23% |
$287K - $365K
|
69K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.6K- 42.89% |
$969K - $1.23M
|
99.3K
$1.74M
|