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 Q2	$290K	Sell	11,690 -450	-4%	-$9.91K	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 $59.8B AUM 29.42% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KFSN

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Prosperity Financial Group's FRTY Position: Q2 2026 in Review

Prosperity Financial Group reduced its Alger Mid Cap 40 ETF (FRTY) stake by 3.7% in Q2 2026, selling an estimated $9.91K and leaving 11,690 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #155.

Prosperity Financial Group first reported a position in FRTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.27M in Q1 2025. 22 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Prosperity Financial Group held 11,690 shares of Alger Mid Cap 40 ETF worth $290K as of Q2 2026.
Prosperity Financial Group sold 450 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $9.91K.
Alger Mid Cap 40 ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #155 holding.
Prosperity Financial Group first reported a position in Alger Mid Cap 40 ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Alger Mid Cap 40 ETF position peaked at $4.27M in Q1 2025.
22 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.