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FRTY icon

Whipplewood Advisors’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Whipplewood Advisors’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 		$971K Hold
49,827
– – 0.5% 52
2025
Q4 		$1.05M Buy
49,827
+69
+0.1% +$1.49K 0.67% 44
2025
Q3 		$1.11M Buy
49,758
+3,162
+7% +$64.2K 0.73% 40
2025
Q2 		$895K Buy
+46,596
New +$792K 0.49% 57

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
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
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

Whipplewood Advisors's FRTY Position: Q1 2026 in Review

Whipplewood Advisors held its Alger Mid Cap 40 ETF (FRTY) position steady in Q1 2026 at 49,827 shares worth $971K. The position accounts for 0.5% of the portfolio, ranked #52.

Whipplewood Advisors first reported a position in FRTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 41 funds tracked by Wall St. Rank hold FRTY as of Q1 2026.

  • Whipplewood Advisors held 49,827 shares of Alger Mid Cap 40 ETF worth $971K as of Q1 2026.
  • Whipplewood Advisors left its Alger Mid Cap 40 ETF share count unchanged in Q1 2026.
  • Alger Mid Cap 40 ETF made up 0.5% of Whipplewood Advisors's portfolio in Q1 2026, its #52 holding.
  • Whipplewood Advisors first reported a position in Alger Mid Cap 40 ETF in Q2 2025 and has held it in 4 quarters since.
  • Whipplewood Advisors's Alger Mid Cap 40 ETF position peaked at $1.11M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.