IFP Advisors
FRTY icon

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

IFP 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
Q3 		$89.6K Hold
3,782
– – ﹤0.01% 2035
2026
Q2 		$93.9K Buy
+3,782
New +$83.3K ﹤0.01% 2021
2023
Q1 		– Sell
-21,621
Closed -$445K – 3768
2022
Q4 		$445K Buy
21,621
+3,878
+22% +$45.9K 0.01% 945
2022
Q3 		$364K Buy
17,743
+15,608
+731% +$207K 0.01% 1078
2022
Q2 		$43K Hold
2,135
– – ﹤0.01% 2267
2022
Q1 		$43K Buy
+2,135
New +$37.7K ﹤0.01% 2267

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CAIM
Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

IFP Advisors's FRTY Position: Q3 2026 in Review

IFP Advisors held its Alger Mid Cap 40 ETF (FRTY) position steady in Q3 2026 at 3,782 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

IFP Advisors first reported a position in FRTY in Q1 2022 and has held it in 6 quarters since. The position peaked at $445K in Q4 2022. 6 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

  • IFP Advisors held 3,782 shares of Alger Mid Cap 40 ETF worth $89.6K as of Q3 2026.
  • IFP Advisors left its Alger Mid Cap 40 ETF share count unchanged in Q3 2026.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2035 holding.
  • IFP Advisors first reported a position in Alger Mid Cap 40 ETF in Q1 2022 and has held it in 6 quarters since.
  • IFP Advisors's Alger Mid Cap 40 ETF position peaked at $445K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.