IA
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
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 $59.8B AUM 29.42% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

IFP Advisors's FRTY Position: Q2 2026 in Review

IFP Advisors opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q2 2026: 3,782 shares worth $93.9K. The stake represents ﹤0.01% of the portfolio and ranks #2021 among its holdings. This is a return to the name: IFP Advisors previously reported a position in FRTY as recently as Q4 2022.

IFP Advisors first reported a position in FRTY in Q1 2022 and has held it in 5 quarters since. The position peaked at $445K in Q4 2022. 6 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • IFP Advisors held 3,782 shares of Alger Mid Cap 40 ETF worth $93.9K as of Q2 2026.
  • Alger Mid Cap 40 ETF was a new IFP Advisors position in Q2 2026.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2021 holding.
  • IFP Advisors first reported a position in Alger Mid Cap 40 ETF in Q1 2022 and has held it in 5 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 Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.