Keystone Financial Services (Nebraska)’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Keystone Financial Services (Nebraska)’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	$1.17M	Buy	60,275 +1,507	+3%	+$31.3K	0.79%	23
2025 Q4	$1.24M	Buy	58,768 +543	+0.9%	+$11.7K	0.84%	24
2025 Q3	$1.3M	Buy	58,225 +1,597	+3%	+$32.4K	0.91%	24
2025 Q2	$1.09M	Buy	56,628 +2,339	+4%	+$39.8K	0.83%	24
2025 Q1	$865K	Buy	54,289 +14,853	+38%	+$273K	0.73%	25
2024 Q4	$737K	Buy	+39,436	New	+$738K	0.68%	24

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

Keystone Financial Services (Nebraska)'s FRTY Position: Q1 2026 in Review

Keystone Financial Services (Nebraska) increased its Alger Mid Cap 40 ETF (FRTY) stake by 2.6% in Q1 2026, buying an estimated $31.3K and bringing the position to 60,275 shares worth $1.17M. The position accounts for 0.79% of the portfolio, ranked #23.

Keystone Financial Services (Nebraska) first reported a position in FRTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Keystone Financial Services (Nebraska) held 60,275 shares of Alger Mid Cap 40 ETF worth $1.17M as of Q1 2026.
Keystone Financial Services (Nebraska) bought 1,507 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $31.3K.
Alger Mid Cap 40 ETF made up 0.79% of Keystone Financial Services (Nebraska)'s portfolio in Q1 2026, its #23 holding.
Keystone Financial Services (Nebraska) first reported a position in Alger Mid Cap 40 ETF in Q4 2024 and has held it in 6 quarters since.
Keystone Financial Services (Nebraska)'s Alger Mid Cap 40 ETF position peaked at $1.3M in Q3 2025.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q1 2026, filed 21 Apr 2026.