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Salem Investment Counselors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Salem Investment Counselors’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
2023
Q1 		– Sell
-379
Closed -$4.37K – 1133
2022
Q4 		$4.37K Buy
+379
New +$4.49K ﹤0.01% 891

Other funds holding FRTY

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's FRTY Position: Q1 2023 in Review

Salem Investment Counselors sold out of Alger Mid Cap 40 ETF (FRTY) in Q1 2023, closing a stake of 379 shares — an estimated $4.37K sold.

Salem Investment Counselors first reported a position in FRTY in Q4 2022 and held it in 1 quarter. The position peaked at $4.37K in Q4 2022. 11 funds tracked by Wall St. Rank hold FRTY as of Q1 2023.

  • Salem Investment Counselors reported no remaining Alger Mid Cap 40 ETF position as of Q1 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 379 Alger Mid Cap 40 ETF shares in Q1 2023, an estimated $4.37K.
  • Salem Investment Counselors first reported a position in Alger Mid Cap 40 ETF in Q4 2022 and held it in 1 quarter.
  • Salem Investment Counselors's Alger Mid Cap 40 ETF position peaked at $4.37K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2023.

Based on Salem Investment Counselors's 13F filing for Q1 2023, filed 11 May 2023.