Creative Financial Designs’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Creative Financial Designs’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 Q1	$1.38M	Sell	70,880 -395	-0.6%	-$8.21K	0.08%	195
2025 Q4	$1.5M	Sell	71,275 -1,503	-2%	-$32.5K	0.09%	181
2025 Q3	$1.63M	Sell	72,778 -1,565	-2%	-$31.8K	0.11%	164
2025 Q2	$1.43M	Buy	74,343 +359	+0.5%	+$6.1K	0.1%	169
2025 Q1	$1.18M	Sell	73,984 -2,381	-3%	-$43.8K	0.09%	175
2024 Q4	$1.43M	Buy	76,365 +513	+0.7%	+$9.61K	0.12%	149
2024 Q3	$1.3M	Sell	75,852 -5,659	-7%	-$91.3K	0.11%	162
2024 Q2	$1.31M	Sell	81,511 -1,162	-1%	-$18.5K	0.12%	155
2024 Q1	$1.31M	Sell	82,673 -2,885	-3%	-$43K	0.12%	145
2023 Q4	$1.15M	Sell	85,558 -2,916	-3%	-$36.5K	0.12%	150
2023 Q3	$1.07M	Buy	88,474 +1,100	+1%	+$14K	0.13%	143
2023 Q2	$1.14M	Buy	87,374 +1,681	+2%	+$20.6K	0.13%	139
2023 Q1	$1.04M	Buy	+85,693	New	+$1.04M	0.14%	141

Other funds holding FRTY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $2.27B AUM 18.34% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $97.9M AUM

Creative Financial Designs's FRTY Position: Q1 2026 in Review

Creative Financial Designs reduced its Alger Mid Cap 40 ETF (FRTY) stake by 0.55% in Q1 2026, selling an estimated $8.21K and leaving 70,880 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #195.

Creative Financial Designs first reported a position in FRTY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Creative Financial Designs held 70,880 shares of Alger Mid Cap 40 ETF worth $1.38M as of Q1 2026.
Creative Financial Designs sold 395 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $8.21K.
Alger Mid Cap 40 ETF made up 0.08% of Creative Financial Designs's portfolio in Q1 2026, its #195 holding.
Creative Financial Designs first reported a position in Alger Mid Cap 40 ETF in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Alger Mid Cap 40 ETF position peaked at $1.63M in Q3 2025.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.