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Alger Mid Cap 40 ETF
FRTY

Overview Fund Activity

18 hedge funds and large institutions have $35.2M invested in Alger Mid Cap 40 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.77M
2
PFG
Prosperity Financial Group
California
+$2.24M
3
CFIM
Client First Investment Management
Wisconsin
+$1.42M
4
CRWM
Castle Rock Wealth Management
California
+$704K
5
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
+$428K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$721K
2
CFD
Creative Financial Designs
Indiana
-$96.9K
3
FAM
Fred Alger Management
New York
-$74K
4
SIG
Sargent Investment Group
Maryland
-$18.7K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$16M +$7.77M +453,869 +94%
FAM
2
Fred Alger Management
New York
$5.06M -$74K -4,321 -1%
CRWM
3
Castle Rock Wealth Management
California
$2.53M +$704K +40,478 +38%
PFG
4
Prosperity Financial Group
California
$2.24M +$2.24M +130,844 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.93M +$326K +19,065 +20%
UBS Group
6
UBS Group
Switzerland
$1.88M +$51.8K +3,027 +3%
CFIM
7
Client First Investment Management
Wisconsin
$1.42M +$1.42M +82,725 New
CFD
8
Creative Financial Designs
Indiana
$1.3M -$96.9K -5,659 -7%
SIG
9
Sargent Investment Group
Maryland
$1.22M -$18.7K -1,090 -2%
MASUI
10
MIRAE ASSET SECURITIES (USA) INC.
New York
$428K +$428K +25,000 New
HighTower Advisors
11
HighTower Advisors
Illinois
$324K +$67.6K +3,921 +26%
WFAG
12
Worth Financial Advisory Group
North Carolina
$253K +$253K +14,769 New
DC
13
Davenport & Co
Virginia
$216K +$216K +12,600 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$198K -$9.01K -526 -4%
TWM
15
Tradition Wealth Management
Minnesota
$171K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$41.7K +$41.4K +2,417 +14,218%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.19K +$7.19K +420 New
Morgan Stanley
18
Morgan Stanley
New York
$29 – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$721K -44,906 Closed