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FRTY icon

&Partners’s Alger Mid Cap 40 ETF FRTY Stock Holding History

&Partners’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 		$734K Buy
37,686
+1,694
+5% +$35.2K ﹤0.01% 1475
2025
Q4 		$758K Buy
35,992
+1,679
+5% +$36.3K ﹤0.01% 1386
2025
Q3 		$768K Buy
34,313
+2,125
+7% +$43.1K ﹤0.01% 1210
2025
Q2 		$618K Sell
32,188
-1,999
-6% -$34K ﹤0.01% 1247
2025
Q1 		$544K Buy
+34,187
New +$629K 0.01% 1100

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

&Partners's FRTY Position: Q1 2026 in Review

&Partners increased its Alger Mid Cap 40 ETF (FRTY) stake by 4.7% in Q1 2026, buying an estimated $35.2K and bringing the position to 37,686 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

&Partners first reported a position in FRTY in Q1 2025 and has held it in 5 quarters since. The position peaked at $768K in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • &Partners held 37,686 shares of Alger Mid Cap 40 ETF worth $734K as of Q1 2026.
  • &Partners bought 1,694 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $35.2K.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1475 holding.
  • &Partners first reported a position in Alger Mid Cap 40 ETF in Q1 2025 and has held it in 5 quarters since.
  • &Partners's Alger Mid Cap 40 ETF position peaked at $768K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.