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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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 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

HighTower Advisors's FRTY Position: Q1 2026 in Review

HighTower Advisors increased its Alger Mid Cap 40 ETF (FRTY) stake by 3.1% in Q1 2026, buying an estimated $18.7K and bringing the position to 30,093 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

HighTower Advisors first reported a position in FRTY in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2021. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

HighTower Advisors held 30,093 shares of Alger Mid Cap 40 ETF worth $586K as of Q1 2026.
HighTower Advisors bought 902 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $18.7K.
Alger Mid Cap 40 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2588 holding.
HighTower Advisors first reported a position in Alger Mid Cap 40 ETF in Q3 2021 and has held it in 13 quarters since.
HighTower Advisors's Alger Mid Cap 40 ETF position peaked at $2.56M in Q3 2021.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.