Proactive Wealth Strategies
FRTY icon

Proactive Wealth Strategies’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Proactive Wealth Strategies’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
Q3 		$2.5M Buy
105,690
+19,360
+22% +$443K 0.39% 66
2026
Q2 		$2.14M Buy
86,330
+25,500
+42% +$561K 0.34% 74
2026
Q1 		$1.18M Buy
+60,830
New +$1.26M 0.22% 98

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Advisory Advocates
Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Proactive Wealth Strategies's FRTY Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Alger Mid Cap 40 ETF (FRTY) stake by 22% in Q3 2026, buying an estimated $443K and bringing the position to 105,690 shares worth $2.5M. The position accounts for 0.39% of the portfolio, ranked #66.

Proactive Wealth Strategies first reported a position in FRTY in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

  • Proactive Wealth Strategies held 105,690 shares of Alger Mid Cap 40 ETF worth $2.5M as of Q3 2026.
  • Proactive Wealth Strategies bought 19,360 Alger Mid Cap 40 ETF shares in Q3 2026, an estimated $443K.
  • Alger Mid Cap 40 ETF made up 0.39% of Proactive Wealth Strategies's portfolio in Q3 2026, its #66 holding.
  • Proactive Wealth Strategies first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.