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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+10,935+18.5%69,998$1.74MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+12,813—12,813$317.99KQ2 2026Sep 09, 2026
Jones Financial Companies LllpBuy+34,079+240.0%48,276$1.14MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-6,777-11.6%51,678$1.28MQ2 2026Aug 14, 2026
&PartnersBuy+3,929+10.4%41,615$1.03MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+622+1.8%35,235$874.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+328+0.1%294,352$7.31MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3—3$83.00Q2 2026Aug 14, 2026
Ubs Group AgSell-180,085-14.1%1,093,822$27.15MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+481—481$11.94KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1—1$36.00Q2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+5,055+32.5%20,632$512.03KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,500—1,500$37.23KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,012-7.2%13,040$323.62KQ2 2026Aug 12, 2026
Proactive Wealth Strategies LlcBuy+25,500+41.9%86,330$2.14MQ2 2026Aug 10, 2026
Savant Capital, LlcBuy+14,690—14,690$325.37KQ2 2026Aug 10, 2026
Advisory Advocates, LlcBuy+3,700+5.7%68,973$1.71MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+51,544+12.0%481,597$11.95MQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+1,095+10.5%11,543$286.00KQ2 2026Aug 05, 2026
Worth Financial Advisory Group, LlcBuy+43,125+298.9%57,555$1.43MQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-1,072-2.5%41,369$1.03KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+28,505+13.1%245,461$6.09MQ2 2026Jul 29, 2026
Truist Financial CorpBuy+263,900+952.4%291,608$7.24MQ2 2026Jul 28, 2026
Creative Financial Designs IncSell-4,126-5.8%66,754$1.66MQ2 2026Jul 28, 2026
Prosperity Financial Group, Inc.Sell-450-3.7%11,690$290.13KQ2 2026Jul 28, 2026
Whipplewood Advisors, LlcSell-48,601-97.5%1,226$30.43KQ2 2026Jul 27, 2026
Catherine Avery Investment Management LlcBuy+721—721$17.89KQ2 2026Jul 27, 2026
Keystone Financial Services, LlcBuy+1,873+3.1%62,148$1.54MQ2 2026Jul 24, 2026
Stonebridge Financial Group, Llc / MoBuy+1,640+16.4%11,644$288.97KQ2 2026Jul 24, 2026
Brookwood Investment Group LlcSell-36,004-12.0%264,920$6.57MQ2 2026Jul 23, 2026
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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.

FRTY Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet