OPS
FRTY icon

Orion Portfolio Solutions’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$339K Buy
21,287
+288
+1% +$5.3K ﹤0.01% 1576
2024
Q4 		$393K Buy
+20,999
New +$393K ﹤0.01% 1433

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Orion Portfolio Solutions's FRTY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Alger Mid Cap 40 ETF (FRTY) stake by 1.4% in Q1 2025, buying an estimated $5.3K and bringing the position to 21,287 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Orion Portfolio Solutions first reported a position in FRTY in Q4 2024 and has held it in 2 quarters since. The position peaked at $393K in Q4 2024. 29 funds tracked by Wall St. Rank hold FRTY as of Q1 2025.

  • Orion Portfolio Solutions held 21,287 shares of Alger Mid Cap 40 ETF worth $339K as of Q1 2025.
  • Orion Portfolio Solutions bought 288 Alger Mid Cap 40 ETF shares in Q1 2025, an estimated $5.3K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1576 holding.
  • Orion Portfolio Solutions first reported a position in Alger Mid Cap 40 ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Alger Mid Cap 40 ETF position peaked at $393K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.