Wealth Enhancement Advisory Services’s Alger Mid Cap 40 ETF FRTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
1,246,096
+60,046
| +5% | +$1.14M | 0.04% | 376 |
|
|
2025
Q1 | $18.9M | Buy |
1,186,050
+75,723
| +7% | +$1.21M | 0.04% | 412 |
|
|
2024
Q4 | $20.8M | Buy |
1,110,327
+173,800
| +19% | +$3.25M | 0.04% | 364 |
|
|
2024
Q3 | $16M | Buy |
936,527
+453,869
| +94% | +$7.77M | 0.03% | 394 |
|
|
2024
Q2 | $7.75M | Buy |
482,658
+278,634
| +137% | +$4.48M | 0.02% | 561 |
|
|
2024
Q1 | $3.24M | Buy |
204,024
+52,543
| +35% | +$834K | 0.01% | 789 |
|
|
2023
Q4 | $2.04M | Sell |
151,481
-5,890
| -4% | -$79.4K | 0.01% | 887 |
|
|
2023
Q3 | $1.91M | Buy |
+157,371
| New | +$1.91M | 0.01% | 878 |
|