Truist Financial
FRTY icon

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

Truist 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
Q2 		$7.24M Buy
291,608
+263,900
+952% +$5.81M 0.01% 754
2026
Q1 		$540K Buy
27,708
+9,928
+56% +$206K ﹤0.01% 2042
2025
Q4 		$374K Buy
17,780
+5,780
+48% +$125K ﹤0.01% 2204
2025
Q3 		$269K Buy
+12,000
New +$244K ﹤0.01% 2387

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial's FRTY Position: Q2 2026 in Review

Truist Financial increased its Alger Mid Cap 40 ETF (FRTY) stake by 952% in Q2 2026, buying an estimated $5.81M and bringing the position to 291,608 shares worth $7.24M. The position accounts for 0.01% of the portfolio, ranked #754.

Truist Financial first reported a position in FRTY in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Truist Financial held 291,608 shares of Alger Mid Cap 40 ETF worth $7.24M as of Q2 2026.
  • Truist Financial bought 263,900 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $5.81M.
  • Alger Mid Cap 40 ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #754 holding.
  • Truist Financial first reported a position in Alger Mid Cap 40 ETF in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.