ALGER MID CAP 40 ETF (FRTY) Institutional Ownership Changes & 13F Activity
ALGER MID CAP 40 ETF (FRTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Truist Financial Corp, Ubs Group Ag, Lpl Financial Llc, Whipplewood Advisors, Llc, and Worth Financial Advisory Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +10,935 | +18.5% | 69,998 | $1.74M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +12,813 | — | 12,813 | $317.99K | Q2 2026 | Sep 09, 2026 |
| Jones Financial Companies Lllp | Buy | +34,079 | +240.0% | 48,276 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -6,777 | -11.6% | 51,678 | $1.28M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +3,929 | +10.4% | 41,615 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +622 | +1.8% | 35,235 | $874.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +328 | +0.1% | 294,352 | $7.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3 | — | 3 | $83.00 | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -180,085 | -14.1% | 1,093,822 | $27.15M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +481 | — | 481 | $11.94K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $36.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +5,055 | +32.5% | 20,632 | $512.03K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,500 | — | 1,500 | $37.23K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,012 | -7.2% | 13,040 | $323.62K | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies Llc | Buy | +25,500 | +41.9% | 86,330 | $2.14M | Q2 2026 | Aug 10, 2026 |
| Savant Capital, Llc | Buy | +14,690 | — | 14,690 | $325.37K | Q2 2026 | Aug 10, 2026 |
| Advisory Advocates, Llc | Buy | +3,700 | +5.7% | 68,973 | $1.71M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +51,544 | +12.0% | 481,597 | $11.95M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +1,095 | +10.5% | 11,543 | $286.00K | Q2 2026 | Aug 05, 2026 |
| Worth Financial Advisory Group, Llc | Buy | +43,125 | +298.9% | 57,555 | $1.43M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -1,072 | -2.5% | 41,369 | $1.03K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +28,505 | +13.1% | 245,461 | $6.09M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +263,900 | +952.4% | 291,608 | $7.24M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -4,126 | -5.8% | 66,754 | $1.66M | Q2 2026 | Jul 28, 2026 |
| Prosperity Financial Group, Inc. | Sell | -450 | -3.7% | 11,690 | $290.13K | Q2 2026 | Jul 28, 2026 |
| Whipplewood Advisors, Llc | Sell | -48,601 | -97.5% | 1,226 | $30.43K | Q2 2026 | Jul 27, 2026 |
| Catherine Avery Investment Management Llc | Buy | +721 | — | 721 | $17.89K | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Services, Llc | Buy | +1,873 | +3.1% | 62,148 | $1.54M | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, Llc / Mo | Buy | +1,640 | +16.4% | 11,644 | $288.97K | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Sell | -36,004 | -12.0% | 264,920 | $6.57M | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about FRTY activity
Which institutional owners are buying FRTY?
Institutional owners buying FRTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FRTY activity?
"Buy" means an investor increased their reported position in FRTY compared to the prior reporting period. This reflects growing exposure to ALGER MID CAP 40 ETF (FRTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FRTY increasing?
Institutional interest in FRTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.