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FRTY icon

Advisornet Financial’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Advisornet Financial’s Portfolio FRTY Stock Details FRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104
Closed -$2.19K – 2293
2025
Q4 		$2.19K Hold
104
– – ﹤0.01% 1888
2025
Q3 		$2.33K Hold
104
– – ﹤0.01% 1839
2025
Q2 		$2K Sell
104
-141
-58% -$2.4K ﹤0.01% 1845
2025
Q1 		$3.9K Buy
+245
New +$4.51K ﹤0.01% 1655

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Advisornet Financial's FRTY Position: Q1 2026 in Review

Advisornet Financial sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2026, closing a stake of 104 shares — an estimated $2.19K sold.

Advisornet Financial first reported a position in FRTY in Q1 2025 and held it in 4 quarters. The position peaked at $3.9K in Q1 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • Advisornet Financial reported no remaining Alger Mid Cap 40 ETF position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 104 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $2.19K.
  • Advisornet Financial first reported a position in Alger Mid Cap 40 ETF in Q1 2025 and held it in 4 quarters.
  • Advisornet Financial's Alger Mid Cap 40 ETF position peaked at $3.9K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.