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Blue Trust Inc’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Blue Trust Inc’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
2025
Q3 		– Sell
-300
Closed -$5.76K – 2606
2025
Q2 		$5.76K Buy
+300
New +$5.1K ﹤0.01% 1975

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FAM
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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
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Blue Trust Inc's FRTY Position: Q3 2025 in Review

Blue Trust Inc sold out of Alger Mid Cap 40 ETF (FRTY) in Q3 2025, closing a stake of 300 shares — an estimated $5.76K sold.

Blue Trust Inc first reported a position in FRTY in Q2 2025 and held it in 1 quarter. The position peaked at $5.76K in Q2 2025. 30 funds tracked by Wall St. Rank hold FRTY as of Q3 2025.

  • Blue Trust Inc reported no remaining Alger Mid Cap 40 ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 300 Alger Mid Cap 40 ETF shares in Q3 2025, an estimated $5.76K.
  • Blue Trust Inc first reported a position in Alger Mid Cap 40 ETF in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's Alger Mid Cap 40 ETF position peaked at $5.76K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.