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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$228K Buy
+9,607
New +$220K 0.01% 722
2026
Q2
– Sell
-45,652
Closed -$889K – 850
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

Golden State Equity Partners's FRTY Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q3 2026: 9,607 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in FRTY as recently as Q1 2026.

Golden State Equity Partners first reported a position in FRTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $889K in Q1 2026. 17 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

  • Golden State Equity Partners held 9,607 shares of Alger Mid Cap 40 ETF worth $228K as of Q3 2026.
  • Alger Mid Cap 40 ETF was a new Golden State Equity Partners position in Q3 2026.
  • Alger Mid Cap 40 ETF made up 0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #722 holding.
  • Golden State Equity Partners first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 3 quarters since.
  • Golden State Equity Partners's Alger Mid Cap 40 ETF position peaked at $889K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.