Independent Wealth Network’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Independent Wealth Network’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	–	Sell	-25,573	Closed	-$538K	–	312
2025 Q4	$538K	Sell	25,573 -583	-2%	-$12.6K	0.16%	140
2025 Q3	$586K	Sell	26,156 -12,104	-32%	-$246K	0.19%	130
2025 Q2	$735K	Buy	38,260 +3,953	+12%	+$67.2K	0.27%	90
2025 Q1	$546K	Buy	34,307 +2,859	+9%	+$52.6K	0.22%	119
2024 Q4	$588K	Buy	+31,448	New	+$589K	0.24%	107

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

Independent Wealth Network's FRTY Position: Q1 2026 in Review

Independent Wealth Network sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2026, closing a stake of 25,573 shares — an estimated $538K sold.

Independent Wealth Network first reported a position in FRTY in Q4 2024 and held it in 5 quarters. The position peaked at $735K in Q2 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Independent Wealth Network reported no remaining Alger Mid Cap 40 ETF position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 25,573 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $538K.
Independent Wealth Network first reported a position in Alger Mid Cap 40 ETF in Q4 2024 and held it in 5 quarters.
Independent Wealth Network's Alger Mid Cap 40 ETF position peaked at $735K in Q2 2025.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.