Kestra Advisory Services’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Kestra Advisory Services’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 Q3	$340K	Buy	+14,365	New	+$329K	﹤0.01%	2851

Other funds holding FRTY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return

Kestra Advisory Services's FRTY Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q3 2026: 14,365 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #2851 among its holdings.

14 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

Kestra Advisory Services held 14,365 shares of Alger Mid Cap 40 ETF worth $340K as of Q3 2026.
Alger Mid Cap 40 ETF was a new Kestra Advisory Services position in Q3 2026.
Alger Mid Cap 40 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2851 holding.
14 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.