Jones Financial Companies
FRTY icon

Jones Financial Companies’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Jones Financial Companies’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 		$270K Buy
14,197
+7,543
+113% +$157K ﹤0.01% 2289
2025
Q4 		$140K Buy
+6,654
New +$144K ﹤0.01% 2079

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Commonwealth Equity Services
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Jones Financial Companies's FRTY Position: Q1 2026 in Review

Jones Financial Companies increased its Alger Mid Cap 40 ETF (FRTY) stake by 113% in Q1 2026, buying an estimated $157K and bringing the position to 14,197 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Jones Financial Companies first reported a position in FRTY in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • Jones Financial Companies held 14,197 shares of Alger Mid Cap 40 ETF worth $270K as of Q1 2026.
  • Jones Financial Companies bought 7,543 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $157K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2289 holding.
  • Jones Financial Companies first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.