Integrated Wealth Concepts’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Integrated Wealth Concepts’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	$318K	Buy	+12,813	New	+$282K	﹤0.01%	2051

Other funds holding FRTY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Integrated Wealth Concepts's FRTY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q2 2026: 12,813 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Integrated Wealth Concepts held 12,813 shares of Alger Mid Cap 40 ETF worth $318K as of Q2 2026.
Alger Mid Cap 40 ETF was a new Integrated Wealth Concepts position in Q2 2026.
Alger Mid Cap 40 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2051 holding.
42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.