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Hunter Associates Investment Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Hunter Associates Investment Management’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
2023
Q1 		– Sell
-25,925
Closed -$299K – 262
2022
Q4 		$299K Buy
25,925
+9,700
+60% +$115K 0.07% 174
2022
Q3 		$191K Sell
16,225
-3,000
-16% -$39.7K 0.05% 206
2022
Q2 		$252K Buy
+19,225
New +$278K 0.06% 187

Other funds holding FRTY

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hunter Associates Investment Management's FRTY Position: Q1 2023 in Review

Hunter Associates Investment Management sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2023, closing a stake of 25,925 shares — an estimated $299K sold.

Hunter Associates Investment Management first reported a position in FRTY in Q2 2022 and held it in 3 quarters. The position peaked at $299K in Q4 2022. 11 funds tracked by Wall St. Rank hold FRTY as of Q1 2023.

  • Hunter Associates Investment Management reported no remaining Alger Mid Cap 40 ETF position as of Q1 2023 after selling out during the quarter.
  • Hunter Associates Investment Management sold 25,925 Alger Mid Cap 40 ETF shares in Q1 2023, an estimated $299K.
  • Hunter Associates Investment Management first reported a position in Alger Mid Cap 40 ETF in Q2 2022 and held it in 3 quarters.
  • Hunter Associates Investment Management's Alger Mid Cap 40 ETF position peaked at $299K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2023.

Based on Hunter Associates Investment Management's 13F filing for Q1 2023, filed 2 May 2023.