Alger Mid Cap 40 ETF
FRTY
FRTY
32 hedge funds and large institutions have $70.2M invested in Alger Mid Cap 40 ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
32
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.43M | |
| 2 | +$1.46M | |
| 3 | +$1.14M | |
| 4 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$895K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$850K |
Top Sellers
| 1 | -$4.93M | |
| 2 | -$1.56M | |
| 3 | -$1.47M | |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$438K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
26
Tradition Wealth Management
Edina,
Minnesota
| $192K |
|
|||
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K |
|
|||
28
Wells Fargo
San Francisco,
California
| $20.3K |
|
|||
|
T
29
Transce3nd
Kyle,
Texas
| $7.51K |
|
|||
|
BTI
30
Blue Trust Inc
Alpharetta,
Georgia
| $5.76K |
|
|||
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $2K |
|
|||
32
Morgan Stanley
New York
| $23 |
|
|||
33
Stifel Financial
St. Louis,
Missouri
| – |
|
|||
34
Bank of America
Charlotte,
North Carolina
| – |
|
|||
|
S
35
SignatureFD
Atlanta,
Georgia
| – |
|
|||
36
Osaic Holdings
Scottsdale,
Arizona
| – |
|