Catherine Avery Investment Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Catherine Avery Investment Management’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	$17.9K	Buy	+721	New	+$15.9K	0.01%	97

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

Catherine Avery Investment Management's FRTY Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q2 2026: 721 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #97 among its holdings.

42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Catherine Avery Investment Management held 721 shares of Alger Mid Cap 40 ETF worth $17.9K as of Q2 2026.
Alger Mid Cap 40 ETF was a new Catherine Avery Investment Management position in Q2 2026.
Alger Mid Cap 40 ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #97 holding.
42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.