SFGM
FRTY icon

Stonebridge Financial Group (Missouri)’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$289K Buy
11,644
+1,640
+16% +$36.1K 0.19% 120
2026
Q1 		$195K Buy
+10,004
New +$208K 0.16% 162

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
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
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
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s FRTY Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Alger Mid Cap 40 ETF (FRTY) stake by 16% in Q2 2026, buying an estimated $36.1K and bringing the position to 11,644 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #120.

Stonebridge Financial Group (Missouri) first reported a position in FRTY in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 11,644 shares of Alger Mid Cap 40 ETF worth $289K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 1,640 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $36.1K.
  • Alger Mid Cap 40 ETF made up 0.19% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #120 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.