AAS
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Ameritas Advisory Services’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-275
Closed -$3.35K – 1272
2023
Q1 		$3.35K Buy
+275
New +$3.35K ﹤0.01% 2264

Other funds holding FRTY

FAM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Ameritas Advisory Services's FRTY Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Alger Mid Cap 40 ETF (FRTY) in Q2 2023, closing a stake of 275 shares — an estimated $3.35K sold.

Ameritas Advisory Services first reported a position in FRTY in Q1 2023 and held it in 1 quarter. The position peaked at $3.35K in Q1 2023. 10 funds tracked by Wall St. Rank hold FRTY as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Alger Mid Cap 40 ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 275 Alger Mid Cap 40 ETF shares in Q2 2023, an estimated $3.35K.
  • Ameritas Advisory Services first reported a position in Alger Mid Cap 40 ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Alger Mid Cap 40 ETF position peaked at $3.35K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.