UBS Group
FRTY icon

UBS Group’s Alger Mid Cap 40 ETF FRTY Stock Holding History

UBS Group’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 		$24.8M Buy
1,273,907
+89,379
+8% +$1.86M ﹤0.01% 2360
2025
Q4 		$24.9M Buy
1,184,528
+446,882
+61% +$9.65M ﹤0.01% 2369
2025
Q3 		$16.5M Buy
737,646
+96,800
+15% +$1.97M ﹤0.01% 2773
2025
Q2 		$12.3M Buy
640,846
+178,557
+39% +$3.04M ﹤0.01% 2868
2025
Q1 		$7.36M Buy
462,289
+198,709
+75% +$3.66M ﹤0.01% 3378
2024
Q4 		$4.93M Buy
263,580
+153,849
+140% +$2.88M ﹤0.01% 3868
2024
Q3 		$1.88M Buy
109,731
+3,027
+3% +$48.9K ﹤0.01% 4054
2024
Q2 		$1.71M Buy
106,704
+1,353
+1% +$21.5K ﹤0.01% 3924
2024
Q1 		$1.67M Buy
105,351
+40,570
+63% +$604K ﹤0.01% 4116
2023
Q4 		$873K Sell
64,781
-11,994
-16% -$150K ﹤0.01% 4624
2023
Q3 		$931K Sell
76,775
-23,881
-24% -$303K ﹤0.01% 4135
2023
Q2 		$1.31M Sell
100,656
-65,553
-39% -$805K ﹤0.01% 3980
2023
Q1 		$2.03M Sell
166,209
-27,359
-14% -$333K ﹤0.01% 3420
2022
Q4 		$2.23M Buy
193,568
+23,078
+14% +$273K ﹤0.01% 3286
2022
Q3 		$2M Buy
170,490
+103,146
+153% +$1.37M ﹤0.01% 3162
2022
Q2 		$877K Buy
67,344
+47,882
+246% +$691K ﹤0.01% 3837
2022
Q1 		$332K Buy
+19,462
New +$344K ﹤0.01% 4991

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
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
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
AA
Advisory Advocates Grand Rapids, Michigan $97.9M AUM

UBS Group's FRTY Position: Q1 2026 in Review

UBS Group increased its Alger Mid Cap 40 ETF (FRTY) stake by 7.5% in Q1 2026, buying an estimated $1.86M and bringing the position to 1,273,907 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

UBS Group first reported a position in FRTY in Q1 2022 and has held it in 17 quarters since. The position peaked at $24.9M in Q4 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • UBS Group held 1,273,907 shares of Alger Mid Cap 40 ETF worth $24.8M as of Q1 2026.
  • UBS Group bought 89,379 Alger Mid Cap 40 ETF shares in Q1 2026, an estimated $1.86M.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2360 holding.
  • UBS Group first reported a position in Alger Mid Cap 40 ETF in Q1 2022 and has held it in 17 quarters since.
  • UBS Group's Alger Mid Cap 40 ETF position peaked at $24.9M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.