Morgan Stanley’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Morgan Stanley’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	–	Sell	-1	Closed	-$39	–	8365
2025 Q4	$39	Hold	1	–	–	﹤0.01%	7936
2025 Q3	$27	Hold	1	–	–	﹤0.01%	8001
2025 Q2	$23	Hold	1	–	–	﹤0.01%	7978
2025 Q1	$17	Hold	1	–	–	﹤0.01%	7983
2024 Q4	$20	Hold	1	–	–	﹤0.01%	7868
2024 Q3	$29	Hold	1	–	–	﹤0.01%	7745
2024 Q2	$27	Buy	+1	New	+$16	﹤0.01%	7698

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

Morgan Stanley's FRTY Position: Q1 2026 in Review

Morgan Stanley sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2026, closing a stake of 1 share — an estimated $39 sold.

Morgan Stanley first reported a position in FRTY in Q2 2024 and held it in 7 quarters. The position peaked at $39 in Q4 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Morgan Stanley reported no remaining Alger Mid Cap 40 ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1 Alger Mid Cap 40 ETF share in Q1 2026, an estimated $39.
Morgan Stanley first reported a position in Alger Mid Cap 40 ETF in Q2 2024 and held it in 7 quarters.
Morgan Stanley's Alger Mid Cap 40 ETF position peaked at $39 in Q4 2025.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.