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Tradewinds Capital Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Tradewinds Capital Management’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 		– Sell
-89
Closed -$1.73K – 742
2026
Q1 		$1.73K Buy
+89
New +$1.85K ﹤0.01% 573

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CRWM
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FHA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Tradewinds Capital Management's FRTY Position: Q2 2026 in Review

Tradewinds Capital Management sold out of Alger Mid Cap 40 ETF (FRTY) in Q2 2026, closing a stake of 89 shares — an estimated $1.73K sold.

Tradewinds Capital Management first reported a position in FRTY in Q1 2026 and held it in 1 quarter. The position peaked at $1.73K in Q1 2026. 22 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Tradewinds Capital Management reported no remaining Alger Mid Cap 40 ETF position as of Q2 2026 after selling out during the quarter.
  • Tradewinds Capital Management sold 89 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $1.73K.
  • Tradewinds Capital Management first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and held it in 1 quarter.
  • Tradewinds Capital Management's Alger Mid Cap 40 ETF position peaked at $1.73K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.