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
Q2 		$1.14M Buy
48,276
+34,079
+240% +$750K ﹤0.01% 1825
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
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
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
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

Jones Financial Companies's FRTY Position: Q2 2026 in Review

Jones Financial Companies increased its Alger Mid Cap 40 ETF (FRTY) stake by 240% in Q2 2026, buying an estimated $750K and bringing the position to 48,276 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Jones Financial Companies first reported a position in FRTY in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Jones Financial Companies held 48,276 shares of Alger Mid Cap 40 ETF worth $1.14M as of Q2 2026.
  • Jones Financial Companies bought 34,079 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $750K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1825 holding.
  • Jones Financial Companies first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.