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Golden State Equity Partners’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Golden State Equity Partners’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 		$889K Buy
45,652
+8,193
+22% +$170K 0.07% 311
2025
Q4 		$789K Buy
+37,459
New +$809K 0.13% 184

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
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
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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Golden State Equity Partners's FRTY Position: Q1 2026 in Review

Golden State Equity Partners increased its Alger Mid Cap 40 ETF (FRTY) stake by 22% in Q1 2026, buying an estimated $170K and bringing the position to 45,652 shares worth $889K. The position accounts for 0.07% of the portfolio, ranked #311.

Golden State Equity Partners first reported a position in FRTY in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • Golden State Equity Partners held 45,652 shares of Alger Mid Cap 40 ETF worth $889K as of Q1 2026.
  • Golden State Equity Partners bought 8,193 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $170K.
  • Alger Mid Cap 40 ETF made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #311 holding.
  • Golden State Equity Partners first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.