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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Advocates Grand Rapids, Michigan $117M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Proactive Wealth Strategies's FRTY Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Alger Mid Cap 40 ETF (FRTY) stake by 42% in Q2 2026, buying an estimated $561K and bringing the position to 86,330 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #74.

Proactive Wealth Strategies first reported a position in FRTY in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Proactive Wealth Strategies held 86,330 shares of Alger Mid Cap 40 ETF worth $2.14M as of Q2 2026.
  • Proactive Wealth Strategies bought 25,500 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $561K.
  • Alger Mid Cap 40 ETF made up 0.34% of Proactive Wealth Strategies's portfolio in Q2 2026, its #74 holding.
  • Proactive Wealth Strategies first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.