Alger Mid Cap 40 ETF
FRTY
30 hedge funds and large institutions have $92.6M invested in Alger Mid Cap 40 ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
32% more capital invested
Capital invested by funds: $70.2M → $92.6M (+$22.4M)
5.4% more ownership
Funds ownership: 70.51% → 75.91% (+5.4%)
9% less funds holding
Funds holding: 33 → 30 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.97M |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$1.87M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$825K |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$449K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$285K |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
-$246K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$31.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
26
Tradition Wealth Management
Edina,
Minnesota
| $224K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | -$7.23K | -356 | -14% |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $2.33K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $73 | – | – | – |
|
30
Morgan Stanley
New York
| $27 | – | – | – |
|
|
BCI
31
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$449K | -23,344 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$285K | -14,849 | Closed |
|
|
33
Wells Fargo
San Francisco,
California
| – | -$20.3K | -1,055 | Closed |
|
|
T
34
Transce3nd
Kyle,
Texas
| – | -$7.51K | -391 | Closed |
|
|
BTI
35
Blue Trust Inc
Alpharetta,
Georgia
| – | -$5.76K | -300 | Closed |
|
FRTY Hedge Fund Activity: Q3 2025 in Review
30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q3 2025, worth a combined $92.6M — up 32% from $70.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FRTY and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 19 added.
The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $449K sold.
- 30 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q3 2025, down from 33 in Q2 2025.
- Funds reported $92.6M of Alger Mid Cap 40 ETF stock for Q3 2025, up 32% quarter-over-quarter.
- 2 funds opened new Alger Mid Cap 40 ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
- The largest Alger Mid Cap 40 ETF buyer in Q3 2025 was LPL Financial, an estimated $3.34M added.
- The largest Alger Mid Cap 40 ETF seller in Q3 2025 was Brinker Capital Investments, an estimated $449K sold.
Based on aggregated 13F filings for Q3 2025.