Wealth Enhancement Advisory Services
FRTY icon

Wealth Enhancement Advisory Services’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Wealth Enhancement Advisory Services’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 		$11M Buy
471,613
+22,157
+5% +$488K 0.02% 632
2026
Q1 		$8.84M Sell
449,456
-893,784
-67% -$18.6M 0.02% 641
2025
Q4 		$30M Buy
1,343,240
+56,499
+4% +$1.22M 0.04% 370
2025
Q3 		$29M Buy
1,286,741
+40,645
+3% +$825K 0.04% 351
2025
Q2 		$23.7M Buy
1,246,096
+60,046
+5% +$1.02M 0.04% 376
2025
Q1 		$18.9M Buy
1,186,050
+75,723
+7% +$1.39M 0.04% 412
2024
Q4 		$20.8M Buy
1,110,327
+173,800
+19% +$3.25M 0.04% 365
2024
Q3 		$16M Buy
936,527
+453,869
+94% +$7.33M 0.03% 395
2024
Q2 		$7.75M Buy
482,658
+278,634
+137% +$4.43M 0.02% 561
2024
Q1 		$3.24M Buy
204,024
+52,543
+35% +$783K 0.01% 789
2023
Q4 		$2.04M Sell
151,481
-5,890
-4% -$73.6K 0.01% 887
2023
Q3 		$1.91M Buy
+157,371
New +$2M 0.01% 878

Other funds holding FRTY

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
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

Wealth Enhancement Advisory Services's FRTY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Alger Mid Cap 40 ETF (FRTY) stake by 4.9% in Q2 2026, buying an estimated $488K and bringing the position to 471,613 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #632.

Wealth Enhancement Advisory Services first reported a position in FRTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $30M in Q4 2025. 22 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 471,613 shares of Alger Mid Cap 40 ETF worth $11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,157 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $488K.
  • Alger Mid Cap 40 ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #632 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alger Mid Cap 40 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Alger Mid Cap 40 ETF position peaked at $30M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.