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
Q3 		$11.3M Buy
494,270
+22,657
+5% +$519K 0.02% 678
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 $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's FRTY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Alger Mid Cap 40 ETF (FRTY) stake by 4.8% in Q3 2026, buying an estimated $519K and bringing the position to 494,270 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #678.

Wealth Enhancement Advisory Services first reported a position in FRTY in Q3 2023 and has held it in 13 quarters since. The position peaked at $30M in Q4 2025. 14 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 494,270 shares of Alger Mid Cap 40 ETF worth $11.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 22,657 Alger Mid Cap 40 ETF shares in Q3 2026, an estimated $519K.
  • Alger Mid Cap 40 ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #678 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alger Mid Cap 40 ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Alger Mid Cap 40 ETF position peaked at $30M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.