HighTower Advisors
FRTY icon

HighTower Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

HighTower Advisors’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 		$307K Sell
12,381
-17,712
-59% -$390K ﹤0.01% 3196
2026
Q1 		$586K Buy
30,093
+902
+3% +$18.7K ﹤0.01% 2588
2025
Q4 		$615K Buy
29,191
+5,989
+26% +$129K ﹤0.01% 2463
2025
Q3 		$519K Buy
23,202
+3,891
+20% +$79K ﹤0.01% 2589
2025
Q2 		$371K Buy
19,311
+3,440
+22% +$58.5K ﹤0.01% 2760
2025
Q1 		$253K Sell
15,871
-2,829
-15% -$52.1K ﹤0.01% 3004
2024
Q4 		$350K Sell
18,700
-99
-0.5% -$1.85K ﹤0.01% 2763
2024
Q3 		$324K Buy
18,799
+3,921
+26% +$63.3K ﹤0.01% 2758
2024
Q2 		$238K Buy
14,878
+2,876
+24% +$45.7K ﹤0.01% 2900
2024
Q1 		$193K Buy
12,002
+882
+8% +$13.1K ﹤0.01% 2996
2023
Q4 		$150K Sell
11,120
-4,149
-27% -$51.9K ﹤0.01% 3092
2023
Q3 		$188K Buy
+15,269
New +$194K ﹤0.01% 2936
2022
Q1 		– Sell
-117,462
Closed -$2.34M – 3506
2021
Q4 		$2.34M Buy
117,462
+4,592
+4% +$104K 0.01% 1274
2021
Q3 		$2.56M Buy
+112,870
New +$2.47M 0.01% 1129

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

HighTower Advisors's FRTY Position: Q2 2026 in Review

HighTower Advisors reduced its Alger Mid Cap 40 ETF (FRTY) stake by 59% in Q2 2026, selling an estimated $390K and leaving 12,381 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

HighTower Advisors first reported a position in FRTY in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2021. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • HighTower Advisors held 12,381 shares of Alger Mid Cap 40 ETF worth $307K as of Q2 2026.
  • HighTower Advisors sold 17,712 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $390K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3196 holding.
  • HighTower Advisors first reported a position in Alger Mid Cap 40 ETF in Q3 2021 and has held it in 14 quarters since.
  • HighTower Advisors's Alger Mid Cap 40 ETF position peaked at $2.56M in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.