CFD
FRTY icon

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
Q2 		$1.66M Sell
66,754
-4,126
-6% -$90.8K 0.08% 213
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
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

Creative Financial Designs's FRTY Position: Q2 2026 in Review

Creative Financial Designs reduced its Alger Mid Cap 40 ETF (FRTY) stake by 5.8% in Q2 2026, selling an estimated $90.8K and leaving 66,754 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #213.

Creative Financial Designs first reported a position in FRTY in Q1 2023 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Creative Financial Designs held 66,754 shares of Alger Mid Cap 40 ETF worth $1.66M as of Q2 2026.
  • Creative Financial Designs sold 4,126 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $90.8K.
  • Alger Mid Cap 40 ETF made up 0.08% of Creative Financial Designs's portfolio in Q2 2026, its #213 holding.
  • Creative Financial Designs first reported a position in Alger Mid Cap 40 ETF in Q1 2023 and has held it in 14 quarters since.
  • 42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.