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FRTY icon

Kovack Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Kovack Advisors’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 		$215K Hold
11,004
– – 0.01% 902
2025
Q4 		$232K Buy
+11,004
New +$238K 0.01% 882

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 $810M AUM 29.04% 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 $229M AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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

Kovack Advisors's FRTY Position: Q1 2026 in Review

Kovack Advisors held its Alger Mid Cap 40 ETF (FRTY) position steady in Q1 2026 at 11,004 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #902.

Kovack Advisors first reported a position in FRTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • Kovack Advisors held 11,004 shares of Alger Mid Cap 40 ETF worth $215K as of Q1 2026.
  • Kovack Advisors left its Alger Mid Cap 40 ETF share count unchanged in Q1 2026.
  • Alger Mid Cap 40 ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #902 holding.
  • Kovack Advisors first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's Alger Mid Cap 40 ETF position peaked at $232K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.