Ritter Daniher Financial Advisory’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Ritter Daniher Financial Advisory’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	$3.73K	Sell	150 -206	-58%	-$4.54K	﹤0.01%	529
2026 Q1	$6.94K	Hold	356	–	–	﹤0.01%	474
2025 Q4	$7.5K	Buy	+356	New	+$7.69K	﹤0.01%	475

Other funds holding FRTY

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ritter Daniher Financial Advisory's FRTY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Alger Mid Cap 40 ETF (FRTY) stake by 58% in Q2 2026, selling an estimated $4.54K and leaving 150 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Ritter Daniher Financial Advisory first reported a position in FRTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.5K in Q4 2025. 5 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Ritter Daniher Financial Advisory held 150 shares of Alger Mid Cap 40 ETF worth $3.73K as of Q2 2026.
Ritter Daniher Financial Advisory sold 206 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $4.54K.
Alger Mid Cap 40 ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #529 holding.
Ritter Daniher Financial Advisory first reported a position in Alger Mid Cap 40 ETF in Q4 2025 and has held it in 3 quarters since.
Ritter Daniher Financial Advisory's Alger Mid Cap 40 ETF position peaked at $7.5K in Q4 2025.
5 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.