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

Stifel Financial’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 Q1	$274K	Buy	14,052 +310	+2%	+$6.44K	﹤0.01%	3243
2025 Q4	$289K	Buy	+13,742	New	+$297K	﹤0.01%	3185
2025 Q2	–	Sell	-92,484	Closed	-$1.47M	–	3512
2025 Q1	$1.47M	Sell	92,484 -50,080	-35%	-$921K	﹤0.01%	1974
2024 Q4	$2.67M	Buy	+142,564	New	+$2.67M	﹤0.01%	1590

Other funds holding FRTY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $2.27B AUM 18.34% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Stifel Financial's FRTY Position: Q1 2026 in Review

Stifel Financial increased its Alger Mid Cap 40 ETF (FRTY) stake by 2.3% in Q1 2026, buying an estimated $6.44K and bringing the position to 14,052 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Stifel Financial first reported a position in FRTY in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2024. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Stifel Financial held 14,052 shares of Alger Mid Cap 40 ETF worth $274K as of Q1 2026.
Stifel Financial bought 310 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $6.44K.
Alger Mid Cap 40 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3243 holding.
Stifel Financial first reported a position in Alger Mid Cap 40 ETF in Q4 2024 and has held it in 4 quarters since.
Stifel Financial's Alger Mid Cap 40 ETF position peaked at $2.67M in Q4 2024.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.