Prosperity Financial Group’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Prosperity Financial Group’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	–	Sell	-11,690	Closed	-$290K	–	199
2026 Q2	$290K	Sell	11,690 -450	-4%	-$9.9K	0.09%	155
2026 Q1	$236K	Sell	12,140 -791	-6%	-$16.4K	0.09%	167
2025 Q4	$272K	Sell	12,931 -174,220	-93%	-$3.76M	0.1%	144
2025 Q3	$4.19M	Buy	187,151 +604	+0.3%	+$12.3K	1.53%	16
2025 Q2	$3.58M	Sell	186,547 -81,296	-30%	-$1.38M	1.52%	17
2025 Q1	$4.27M	Buy	267,843 +128,452	+92%	+$2.36M	2.12%	8
2024 Q4	$2.61M	Buy	139,391 +8,547	+7%	+$160K	1.3%	21
2024 Q3	$2.24M	Buy	+130,844	New	+$2.11M	1.25%	23

Other funds holding FRTY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return

Prosperity Financial Group's FRTY Position: Q3 2026 in Review

Prosperity Financial Group sold out of Alger Mid Cap 40 ETF (FRTY) in Q3 2026, closing a stake of 11,690 shares — an estimated $290K sold.

Prosperity Financial Group first reported a position in FRTY in Q3 2024 and held it in 8 quarters. The position peaked at $4.27M in Q1 2025. 14 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

Prosperity Financial Group reported no remaining Alger Mid Cap 40 ETF position as of Q3 2026 after selling out during the quarter.
Prosperity Financial Group sold 11,690 Alger Mid Cap 40 ETF shares in Q3 2026, an estimated $290K.
Prosperity Financial Group first reported a position in Alger Mid Cap 40 ETF in Q3 2024 and held it in 8 quarters.
Prosperity Financial Group's Alger Mid Cap 40 ETF position peaked at $4.27M in Q1 2025.
14 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.