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Alger Mid Cap 40 ETF
FRTY

Overview Fund Activity

20 hedge funds and large institutions have $48.2M invested in Alger Mid Cap 40 ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.25M
2
UBS Group
UBS Group
Switzerland
+$2.88M
3
Stifel Financial
Stifel Financial
Missouri
+$2.67M
4
IWN
Independent Wealth Network
Iowa
+$588K
5
BCI
Brinker Capital Investments
Pennsylvania
+$393K

Top Sellers

1
CFIM
Client First Investment Management
Wisconsin
-$1.42M
2
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
-$428K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$198K
4
FAM
Fred Alger Management
New York
-$99.9K
5
Osaic Holdings
Osaic Holdings
Arizona
-$51.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$3.25M +173,800 +19%
FAM
2
Fred Alger Management
New York
$5.43M -$99.9K -5,341 -2%
UBS Group
3
UBS Group
Switzerland
$4.93M +$2.88M +153,849 +140%
CRWM
4
Castle Rock Wealth Management
California
$3.29M +$332K +16,399 +11%
Stifel Financial
5
Stifel Financial
Missouri
$2.67M +$2.67M +142,564 New
PFG
6
Prosperity Financial Group
California
$2.61M +$160K +8,547 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.45M +$347K +18,547 +16%
CFD
8
Creative Financial Designs
Indiana
$1.43M +$9.59K +513 +0.7%
SIG
9
Sargent Investment Group
Maryland
$1.32M -$8.48K -454 -0.6%
KFSN
10
Keystone Financial Services (Nebraska)
Nebraska
$737K +$737K +39,436 New
IWN
11
Independent Wealth Network
Iowa
$588K +$588K +31,448 New
OPS
12
Orion Portfolio Solutions
Nebraska
$393K +$393K +20,999 New
BCI
13
Brinker Capital Investments
Pennsylvania
$393K +$393K +20,999 New
HighTower Advisors
14
HighTower Advisors
Illinois
$350K -$1.85K -99 -0.5%
DC
15
Davenport & Co
Virginia
$316K +$80.6K +4,308 +34%
WFAG
16
Worth Financial Advisory Group
North Carolina
$310K +$33.8K +1,809 +12%
TWM
17
Tradition Wealth Management
Minnesota
$187K – – –
Bank of America
18
Bank of America
North Carolina
$37K +$37K +1,979 New
Osaic Holdings
19
Osaic Holdings
Arizona
$63 -$51.1K -2,431 -100%
Morgan Stanley
20
Morgan Stanley
New York
$20 – – –
CFIM
21
Client First Investment Management
Wisconsin
– -$1.42M -82,725 Closed
MASUI
22
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$428K -25,000 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
– -$198K -11,554 Closed
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
– -$7.19K -420 Closed