Tradition Wealth Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Tradition Wealth 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 Q1	$195K	Hold	10,000	–	–	0.01%	481
2025 Q4	$211K	Hold	10,000	–	–	0.02%	457
2025 Q3	$224K	Hold	10,000	–	–	0.02%	435
2025 Q2	$192K	Hold	10,000	–	–	0.02%	430
2025 Q1	$159K	Hold	10,000	–	–	0.01%	417
2024 Q4	$187K	Hold	10,000	–	–	0.02%	397
2024 Q3	$171K	Hold	10,000	–	–	0.02%	391
2024 Q2	$161K	Hold	10,000	–	–	0.02%	387
2024 Q1	$159K	Sell	10,000 -2,000	-17%	-$29.8K	0.02%	376
2023 Q4	$162K	Buy	12,000 +500	+4%	+$6.25K	0.02%	355
2023 Q3	$139K	Hold	11,500	–	–	0.02%	362
2023 Q2	$150K	Sell	11,500 -500	-4%	-$6.14K	0.02%	361
2023 Q1	$146K	Buy	+12,000	New	+$146K	0.02%	350

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

Tradition Wealth Management's FRTY Position: Q1 2026 in Review

Tradition Wealth Management held its Alger Mid Cap 40 ETF (FRTY) position steady in Q1 2026 at 10,000 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #481.

Tradition Wealth Management first reported a position in FRTY in Q1 2023 and has held it in 13 quarters since. The position peaked at $224K in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Tradition Wealth Management held 10,000 shares of Alger Mid Cap 40 ETF worth $195K as of Q1 2026.
Tradition Wealth Management left its Alger Mid Cap 40 ETF share count unchanged in Q1 2026.
Alger Mid Cap 40 ETF made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #481 holding.
Tradition Wealth Management first reported a position in Alger Mid Cap 40 ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's Alger Mid Cap 40 ETF position peaked at $224K in Q3 2025.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.