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Plante Moran Financial Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-519
Closed -$5.99K – 829
2022
Q4 		$5.99K Buy
+519
New +$6.15K ﹤0.01% 649

Other funds holding FRTY

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's FRTY Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2023, closing a stake of 519 shares — an estimated $5.99K sold.

Plante Moran Financial Advisors first reported a position in FRTY in Q4 2022 and held it in 1 quarter. The position peaked at $5.99K in Q4 2022. 11 funds tracked by Wall St. Rank hold FRTY as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Alger Mid Cap 40 ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 519 Alger Mid Cap 40 ETF shares in Q1 2023, an estimated $5.99K.
  • Plante Moran Financial Advisors first reported a position in Alger Mid Cap 40 ETF in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Alger Mid Cap 40 ETF position peaked at $5.99K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.