Cambridge Investment Research Advisors
FRTY icon

Cambridge Investment Research Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Cambridge Investment Research Advisors’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 		$1.03M Sell
41,369
-1,072
-3% -$23.6K ﹤0.01% 2290
2026
Q1 		$827K Sell
42,441
-9,581
-18% -$199K ﹤0.01% 2341
2025
Q4 		$1.09M Buy
52,022
+33,155
+176% +$716K ﹤0.01% 2024
2025
Q3 		$422K Buy
18,867
+165
+0.9% +$3.35K ﹤0.01% 2821
2025
Q2 		$359K Buy
+18,702
New +$318K ﹤0.01% 2833
2024
Q4 		– Sell
-11,554
Closed -$198K – 3520
2024
Q3 		$198K Sell
11,554
-526
-4% -$8.49K ﹤0.01% 3159
2024
Q2 		$194K Sell
12,080
-1,795
-13% -$28.5K ﹤0.01% 3053
2024
Q1 		$220K Buy
13,875
+1,500
+12% +$22.3K ﹤0.01% 2952
2023
Q4 		$167K Sell
12,375
-1,076
-8% -$13.4K ﹤0.01% 2949
2023
Q3 		$163K Sell
13,451
-417
-3% -$5.29K ﹤0.01% 2876
2023
Q2 		$181K Hold
13,868
– – ﹤0.01% 2899
2023
Q1 		$169K Hold
13,868
– – ﹤0.01% 2873
2022
Q4 		$160K Sell
13,868
-2,000
-13% -$23.7K ﹤0.01% 2816
2022
Q3 		$186K Sell
15,868
-106
-0.7% -$1.4K ﹤0.01% 2721
2022
Q2 		$208K Sell
15,974
-3,528
-18% -$50.9K ﹤0.01% 2693
2022
Q1 		$332K Sell
19,502
-4,411
-18% -$78K ﹤0.01% 2460
2021
Q4 		$478K Buy
+23,913
New +$541K ﹤0.01% 2139

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Cambridge Investment Research Advisors's FRTY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Alger Mid Cap 40 ETF (FRTY) stake by 2.5% in Q2 2026, selling an estimated $23.6K and leaving 41,369 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Cambridge Investment Research Advisors first reported a position in FRTY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2025. 21 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Cambridge Investment Research Advisors held 41,369 shares of Alger Mid Cap 40 ETF worth $1.03M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,072 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $23.6K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2290 holding.
  • Cambridge Investment Research Advisors first reported a position in Alger Mid Cap 40 ETF in Q4 2021 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's Alger Mid Cap 40 ETF position peaked at $1.09M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.