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Alger Mid Cap 40 ETF
FRTY

39 hedge funds and large institutions have $102M invested in Alger Mid Cap 40 ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

30% more funds holding

Funds holding: 30 → 39 (+9)

10% more capital invested

Capital invested by funds: $92.6M → $102M (+$9.49M)

0.13% more ownership

Funds ownership: 75.91% → 76.05% (+0.13%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.65M
2
LPL Financial
LPL Financial
California
+$7.14M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.76M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.22M
5
GSEP
Golden State Equity Partners
California
+$809K

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$6.38M
2
PFG
Prosperity Financial Group
California
-$3.76M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$297K
4
SIG
Sargent Investment Group
Maryland
-$180K
5
NA
NewEdge Advisors
Louisiana
-$37.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$289K +$297K +13,742 New
PFG
27
Prosperity Financial Group
California
$272K -$3.76M -174,220 -93%
KA
28
Kovack Advisors
Florida
$232K +$238K +11,004 New
TWM
29
Tradition Wealth Management
Minnesota
$211K – – –
Jones Financial Companies
30
Jones Financial Companies
Missouri
$140K +$144K +6,654 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
PTC
32
Private Trust Company
Ohio
$14.4K +$14.8K +685 New
NWMP
33
Noble Wealth Management PBC
Colorado
$12.2K +$12.5K +580 New
RDFA
34
Ritter Daniher Financial Advisory
Ohio
$7.5K +$7.69K +356 New
GWSA
35
Global Wealth Strategies & Associates
Colorado
$4.55K +$4.67K +216 New
AF
36
Advisornet Financial
Minnesota
$2.19K – – –
Bank of America
37
Bank of America
North Carolina
$1.47K +$1.51K +70 New
Osaic Holdings
38
Osaic Holdings
Arizona
$70 – – –
Morgan Stanley
39
Morgan Stanley
New York
$39 – – –
FAM
40
Fred Alger Management
New York
– -$6.38M -284,990 Closed
1
2

FRTY Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q4 2025, worth a combined $102M — up 10% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRTY positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $9.65M. The largest seller was Fred Alger Management, exiting entirely with an estimated $6.38M sold.

  • 39 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $102M of Alger Mid Cap 40 ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 10 funds opened new Alger Mid Cap 40 ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q4 2025 was UBS Group, an estimated $9.65M added.
  • The largest Alger Mid Cap 40 ETF seller in Q4 2025 was Fred Alger Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q4 2025.