Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
14.2K+ 18.47% |
$161K - $196K
|
91.1K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.65KNew |
$30K - $36.5K
|
2.65K
$46.3K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.19K+ 2.23% |
$24.9K - $30.2K
|
100K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500+ 4.35% |
$5.67K - $6.9K
|
12K
$210K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 80.0% |
$45.4 - $55.2
|
1
$17.5
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 8.0% |
$12.2K - $14.8K
|
12.4K
$217K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 0.66% |
$13.1K - $15.9K
|
174K
$3.04M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.92K- 3.3% |
$33.1K - $40.2K
|
85.6K
$1.5M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 27.17% |
$47K - $57.2K
|
11.1K
$195K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.89K- 3.74% |
$66.8K - $81.2K
|
151K
$2.65M
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-6.54K- 2.0% |
$74.1K - $90.1K
|
320K
$5.59M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-12K- 15.62% |
$136K - $165K
|
64.8K
$1.13M
|