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Alger Mid Cap 40 ETF (FRTY) Institutional Ownership

$20.25 +0.11 (+0.55%)
As of 09/3/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Alger Mid Cap 40 ETF (NYSEARCA:FRTY)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.75M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$391.31K
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FRTY Institutional Buying and Selling by Quarter

Alger Mid Cap 40 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 NewEdge Advisors LLC44,214$850K0.0%N/A0.833%
7/31/2025 Whipplewood Advisors LLC46,596$895K0.5%N/A0.889%
5/16/2025 Fred Alger Management LLC285,304$4.54M0.0%-1.8%5.907%
4/23/2025 Creative Financial Designs Inc. ADV73,984$1.18M0.1%-3.1%1.465%
2/17/2025 Fred Alger Management LLC290,497$5.43M0.0%-1.8%13.638%
2/10/2025 Creative Financial Designs Inc. ADV76,365$1.43M0.1%+0.7%3.585%
11/14/2024 Fred Alger Management LLC295,838$5.06M0.0%-1.4%13.889%
10/28/2024 Creative Financial Designs Inc. ADV75,852$1.30M0.1%-6.9%3.561%
8/14/2024 Fred Alger Management LLC300,159$4.82M0.0%-1.5%14.092%
1/10/2024 Creative Financial Designs Inc. ADV85,558$1.15M0.1%-3.3%3.889%
11/14/2023 Fred Alger Management LLC326,089$3.95M0.0%-1.7%14.822%
7/26/2023 Creative Financial Designs Inc. ADV87,374$1.14M0.1%+2.0%4.102%
5/12/2023 Tradition Wealth Management LLC12,000$146K0.0%N/A0.504%
4/25/2023 Creative Financial Designs Inc. ADV85,693$1.04M0.1%N/A3.601%
2/8/2023 Cambridge Investment Research Advisors Inc.13,868$160K0.0%-12.6%0.580%
2/1/2023 Hunter Associates Investment Management LLC25,925$299K0.1%+59.8%1.085%
11/2/2022 Hunter Associates Investment Management LLC16,225$191K0.0%-15.6%0.652%
8/10/2022 Hunter Associates Investment Management LLC19,225$252K0.1%N/A0.808%
8/5/2022 OLD Mission Capital LLC11,532$150K0.0%-54.6%0.485%
7/13/2022 Cambridge Investment Research Advisors Inc.15,974$208K0.0%-18.1%0.757%
2/3/2022 Cambridge Investment Research Advisors Inc.23,913$478K0.0%N/A1.234%
1/21/2022Harvest Group Wealth Management LLC161,754$3.23M1.8%+3.3%8.346%
11/3/2021Harvest Group Wealth Management LLC156,650$3.55M2.1%+1.4%8.468%
(Data available from 1/1/2016 forward)

FRTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRTY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Alger Mid Cap 40 ETF shares: Fred Alger Management LLC ($4.54M), Creative Financial Designs Inc. ADV ($1.18M), and Whipplewood Advisors LLC ($895K), NewEdge Advisors LLC ($850K).Learn more on Alger Mid Cap 40 ETF's institutional investors.

Which institutional investors have been buying Alger Mid Cap 40 ETF's stock?

The following institutional investors have purchased Alger Mid Cap 40 ETF's stock in the last 24 months: Whipplewood Advisors LLC ($46.60K), NewEdge Advisors LLC ($44.21K), and Creative Financial Designs Inc. ADV ($513.00).

How much institutional buying is happening at Alger Mid Cap 40 ETF?

Institutional investors have bought a total of 91,323 shares in the last 24 months. This purchase volume represents approximately $1.75M in transactions.

Which of Alger Mid Cap 40 ETF's major shareholders have been selling company stock?

The following institutional investors have sold Alger Mid Cap 40 ETF stock in the last 24 months: Fred Alger Management LLC ($14.86K), and Creative Financial Designs Inc. ADV ($8.04K).

How much institutional selling is happening at Alger Mid Cap 40 ETF?

Institutional investors have sold a total of 22,895 shares in the last 24 months. This volume of shares sold represents approximately $391.31K in transactions.



This page (NYSEARCA:FRTY) was last updated on 9/4/2025 by MarketBeat.com Staff
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