Credential Qtrade Securities’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Credential Qtrade Securities’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
2021 Q3	–	Sell	-250	Closed	-$5.15K	–	353
2021 Q2	$5.15K	Buy	+250	New	+$4.97K	﹤0.01%	330

Other funds holding FRTY

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Credential Qtrade Securities's FRTY Position: Q3 2021 in Review

Credential Qtrade Securities sold out of Alger Mid Cap 40 ETF (FRTY) in Q3 2021, closing a stake of 250 shares — an estimated $5.15K sold.

Credential Qtrade Securities first reported a position in FRTY in Q2 2021 and held it in 1 quarter. The position peaked at $5.15K in Q2 2021. 7 funds tracked by Wall St. Rank hold FRTY as of Q3 2021.

Credential Qtrade Securities reported no remaining Alger Mid Cap 40 ETF position as of Q3 2021 after selling out during the quarter.
Credential Qtrade Securities sold 250 Alger Mid Cap 40 ETF shares in Q3 2021, an estimated $5.15K.
Credential Qtrade Securities first reported a position in Alger Mid Cap 40 ETF in Q2 2021 and held it in 1 quarter.
Credential Qtrade Securities's Alger Mid Cap 40 ETF position peaked at $5.15K in Q2 2021.
7 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2021.

Based on Credential Qtrade Securities's 13F filing for Q3 2021, filed 21 Jul 2025.