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 Q1	$1.14M	Buy	+58,455	New	+$1.21M	0.04%	405

Other funds holding FRTY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 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 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

Western Wealth Management's FRTY Position: Q1 2026 in Review

Western Wealth Management opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q1 2026: 58,455 shares worth $1.14M. The stake represents 0.04% of the portfolio and ranks #405 among its holdings.

41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

Western Wealth Management held 58,455 shares of Alger Mid Cap 40 ETF worth $1.14M as of Q1 2026.
Alger Mid Cap 40 ETF was a new Western Wealth Management position in Q1 2026.
Alger Mid Cap 40 ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #405 holding.
41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.