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FRTY icon

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

NewEdge 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 		$29.2K Sell
1,500
-43,402
-97% -$902K ﹤0.01% 3089
2025
Q4 		$945K Sell
44,902
-1,728
-4% -$37.3K ﹤0.01% 1526
2025
Q3 		$1.04M Buy
46,630
+2,416
+5% +$49.1K ﹤0.01% 1380
2025
Q2 		$850K Buy
+44,214
New +$752K ﹤0.01% 1378

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 $888M AUM 32.21% 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 $240M AUM 29.35% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

NewEdge Advisors's FRTY Position: Q1 2026 in Review

NewEdge Advisors reduced its Alger Mid Cap 40 ETF (FRTY) stake by 97% in Q1 2026, selling an estimated $902K and leaving 1,500 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

NewEdge Advisors first reported a position in FRTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • NewEdge Advisors held 1,500 shares of Alger Mid Cap 40 ETF worth $29.2K as of Q1 2026.
  • NewEdge Advisors sold 43,402 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $902K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3089 holding.
  • NewEdge Advisors first reported a position in Alger Mid Cap 40 ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Alger Mid Cap 40 ETF position peaked at $1.04M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.