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Sanctuary Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Sanctuary Advisors’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
2025
Q2 		– Sell
-11,688
Closed -$266K – 2383
2025
Q1 		$266K Buy
+11,688
New +$215K ﹤0.01% 1863

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sanctuary Advisors's FRTY Position: Q2 2025 in Review

Sanctuary Advisors sold out of Alger Mid Cap 40 ETF (FRTY) in Q2 2025, closing a stake of 11,688 shares — an estimated $266K sold.

Sanctuary Advisors first reported a position in FRTY in Q1 2025 and held it in 1 quarter. The position peaked at $266K in Q1 2025. 33 funds tracked by Wall St. Rank hold FRTY as of Q2 2025.

  • Sanctuary Advisors reported no remaining Alger Mid Cap 40 ETF position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 11,688 Alger Mid Cap 40 ETF shares in Q2 2025, an estimated $266K.
  • Sanctuary Advisors first reported a position in Alger Mid Cap 40 ETF in Q1 2025 and held it in 1 quarter.
  • Sanctuary Advisors's Alger Mid Cap 40 ETF position peaked at $266K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.