Western Wealth Management’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Western Wealth Management’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	$1.28M	Sell	51,678 -6,777	-12%	-$149K	0.04%	410
2026 Q1	$1.14M	Buy	+58,455	New	+$1.21M	0.04%	405

Other funds holding FRTY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Western Wealth Management's FRTY Position: Q2 2026 in Review

Western Wealth Management reduced its Alger Mid Cap 40 ETF (FRTY) stake by 12% in Q2 2026, selling an estimated $149K and leaving 51,678 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #410.

Western Wealth Management first reported a position in FRTY in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold FRTY as of Q2 2026.

Western Wealth Management held 51,678 shares of Alger Mid Cap 40 ETF worth $1.28M as of Q2 2026.
Western Wealth Management sold 6,777 Alger Mid Cap 40 ETF shares in Q2 2026, an estimated $149K.
Alger Mid Cap 40 ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #410 holding.
Western Wealth Management first reported a position in Alger Mid Cap 40 ETF in Q1 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.