Cetera Investment Advisers
FRTY icon

Cetera Investment Advisers’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Cetera Investment Advisers’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 		$512K Buy
20,632
+5,055
+32% +$111K ﹤0.01% 3676
2026
Q1 		$303K Buy
+15,577
New +$324K ﹤0.01% 3971

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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

Cetera Investment Advisers's FRTY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Alger Mid Cap 40 ETF (FRTY) stake by 32% in Q2 2026, buying an estimated $111K and bringing the position to 20,632 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3676.

Cetera Investment Advisers first reported a position in FRTY in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Cetera Investment Advisers held 20,632 shares of Alger Mid Cap 40 ETF worth $512K as of Q2 2026.
  • Cetera Investment Advisers bought 5,055 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $111K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3676 holding.
  • Cetera Investment Advisers first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.