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Global Wealth Strategies & Associates’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-190
Closed -$3.7K – 216
2026
Q1 		$3.7K Sell
190
-26
-12% -$540 ﹤0.01% 377
2025
Q4 		$4.55K Buy
+216
New +$4.67K ﹤0.01% 371

Other funds holding FRTY

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Truist Financial
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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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Global Wealth Strategies & Associates's FRTY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Alger Mid Cap 40 ETF (FRTY) in Q2 2026, closing a stake of 190 shares — an estimated $3.7K sold.

Global Wealth Strategies & Associates first reported a position in FRTY in Q4 2025 and held it in 2 quarters. The position peaked at $4.55K in Q4 2025. 22 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Alger Mid Cap 40 ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 190 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $3.7K.
  • Global Wealth Strategies & Associates first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Alger Mid Cap 40 ETF position peaked at $4.55K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.