Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 140.21% |
$2.63M - $3.19M
|
264K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143KNew |
$2.44M - $2.96M
|
143K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31.4KNew |
$538K - $652K
|
31.4K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21KNew |
$359K - $435K
|
21K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 16.47% |
$317K - $384K
|
131K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.55K+ 6.53% |
$146K - $177K
|
139K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.31K+ 34.19% |
$73.7K - $89.3K
|
16.9K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98KNew |
$33.9K - $41K
|
1.98K
$34.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 12.25% |
$31K - $37.5K
|
16.6K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 0.68% |
$8.78K - $10.6K
|
76.4K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-99- 0.53% |
$1.69K - $2.05K
|
18.7K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-454- 0.64% |
$7.77K - $9.41K
|
70.6K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-651- 0.07% |
$11.1K - $13.5K
|
936K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43K- 99.88% |
$41.6K - $50.4K
|
3
$52.5
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.34K- 1.81% |
$91.4K - $111K
|
290K
$5.08M
|