Advisory Advocates’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Advisory Advocates’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 Q2	$1.71M	Buy	68,973 +3,700	+6%	+$81.5K	1.47%	12
2026 Q1	$1.27M	Buy	65,273 +5,300	+9%	+$110K	1.3%	17
2025 Q4	$1.26M	Buy	+59,973	New	+$1.3M	1.26%	17

Other funds holding FRTY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisory Advocates's FRTY Position: Q2 2026 in Review

Advisory Advocates increased its Alger Mid Cap 40 ETF (FRTY) stake by 5.7% in Q2 2026, buying an estimated $81.5K and bringing the position to 68,973 shares worth $1.71M. The position accounts for 1.47% of the portfolio, ranked #12.

Advisory Advocates first reported a position in FRTY in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Advisory Advocates held 68,973 shares of Alger Mid Cap 40 ETF worth $1.71M as of Q2 2026.
Advisory Advocates bought 3,700 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $81.5K.
Alger Mid Cap 40 ETF made up 1.47% of Advisory Advocates's portfolio in Q2 2026, its #12 holding.
Advisory Advocates first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.