We are live on ! Find out more
FRTY icon

Alger Mid Cap 40 ETF

29 hedge funds and large institutions have $58.5M invested in Alger Mid Cap 40 ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

45% more funds holding

Funds holding: 2029 (+9)

21% more capital invested

Capital invested by funds: $48.2M → $58.5M (+$10.3M)

5.33% more ownership

Funds ownership: 65.9%71.23% (+5.3%)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18.9M +$1.39M +75,723 +7%
UBS Group
2
UBS Group
Switzerland
$7.36M +$3.66M +198,709 +75%
BIG
3
Brookwood Investment Group
Arizona
$7.12M +$8.23M +447,056 New
FAM
4
Fred Alger Management
New York
$4.54M -$95.6K -5,193 -2%
PFG
5
Prosperity Financial Group
California
$4.27M +$2.36M +128,452 +92%
Raymond James Financial
6
Raymond James Financial
Florida
$3.63M +$4.2M +228,254 New
CRWM
7
Castle Rock Wealth Management
California
$2.23M -$412K -22,369 -14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.88M -$240K -13,036 -10%
Stifel Financial
9
Stifel Financial
Missouri
$1.47M -$921K -50,080 -35%
SIG
10
Sargent Investment Group
Maryland
$1.28M +$184K +10,020 +14%
CFD
11
Creative Financial Designs
Indiana
$1.18M -$43.8K -2,381 -3%
KFSN
12
Keystone Financial Services (Nebraska)
Nebraska
$865K +$273K +14,853 +38%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$629K +$727K +39,528 New
IWN
14
Independent Wealth Network
Iowa
$546K +$52.6K +2,859 +9%
P
15
&Partners
Tennessee
$544K +$629K +34,187 New
BCI
16
Brinker Capital Investments
Pennsylvania
$339K +$5.3K +288 +1%
OPS
17
Orion Portfolio Solutions
Nebraska
$339K +$5.3K +288 +1%
WFAG
18
Worth Financial Advisory Group
North Carolina
$326K +$71.3K +3,874 +23%
DC
19
Davenport & Co
Virginia
$303K +$39.6K +2,150 +13%
SA
20
Sanctuary Advisors
Indiana
$266K +$215K +11,688 New
HighTower Advisors
21
HighTower Advisors
Illinois
$253K -$52.1K -2,829 -15%
TWM
22
Tradition Wealth Management
Minnesota
$159K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$55K +$63.7K +3,463 New
Bank of America
24
Bank of America
North Carolina
$7.75K -$27.5K -1,492 -75%
T
25
Transce3nd
Texas
$6.23K +$7.2K +391 New

FRTY Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Alger Mid Cap 40 ETF (FRTY) for Q1 2025, worth a combined $58.5M — up 21% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRTY positions and 0 closed out — a net gain of 9 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.2M. The largest seller was Stifel Financial, cutting an estimated $921K.

  • 29 institutional investors held Alger Mid Cap 40 ETF (FRTY) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $58.5M of Alger Mid Cap 40 ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 9 funds opened new Alger Mid Cap 40 ETF positions in Q1 2025 and 0 closed out, a net change of +9 holders.
  • The largest Alger Mid Cap 40 ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.2M added.
  • The largest Alger Mid Cap 40 ETF seller in Q1 2025 was Stifel Financial, an estimated $921K sold.

Based on aggregated 13F filings for Q1 2025.