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Client First Investment Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Client First 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
2024
Q4 		– Sell
-82,725
Closed -$1.42M – 27
2024
Q3 		$1.42M Buy
+82,725
New +$1.34M 1.08% 13

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Client First Investment Management's FRTY Position: Q4 2024 in Review

Client First Investment Management sold out of Alger Mid Cap 40 ETF (FRTY) in Q4 2024, closing a stake of 82,725 shares — an estimated $1.42M sold.

Client First Investment Management first reported a position in FRTY in Q3 2024 and held it in 1 quarter. The position peaked at $1.42M in Q3 2024. 20 funds tracked by Wall St. Rank hold FRTY as of Q4 2024.

  • Client First Investment Management reported no remaining Alger Mid Cap 40 ETF position as of Q4 2024 after selling out during the quarter.
  • Client First Investment Management sold 82,725 Alger Mid Cap 40 ETF shares in Q4 2024, an estimated $1.42M.
  • Client First Investment Management first reported a position in Alger Mid Cap 40 ETF in Q3 2024 and held it in 1 quarter.
  • Client First Investment Management's Alger Mid Cap 40 ETF position peaked at $1.42M in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q4 2024.

Based on Client First Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.