Who Owns FRTY?
Alger Mid Cap 40 ETF — Institutional Ownership & 13F Holdings
$20.39
-0.60 (-2.86%)
Market Cap
$139.6M
Shares Outstanding
5,643,735
Institutional Holders
27
Total Inst. Value
$56.0M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
9
Closed Positions
1
Increased
8
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.9M | 1,186,050 |
| 2 | UBS Group AG | $7.4M | 462,289 |
| 3 | Brookwood Investment Group LLCNew | $7.1M | 447,056 |
| 4 | FRED ALGER MANAGEMENT, LLC | $4.5M | 285,304 |
| 5 | Prosperity Financial Group, Inc. | $4.3M | 267,843 |
| 6 | RAYMOND JAMES FINANCIAL INCNew | $3.6M | 228,254 |
| 7 | Castle Rock Wealth Management, LLC | $2.2M | 139,720 |
| 8 | STIFEL FINANCIAL CORP | $1.5M | 92,484 |
| 9 | Sargent Investment Group, LLC | $1.3M | 80,653 |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2M | 73,984 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +250K | $18.9M |
| UBS Group AG | +199K | $7.4M |
| Brookwood Investment Group LLCNew | +447K | $7.1M |
| Prosperity Financial Group, Inc. | +128K | $4.3M |
| RAYMOND JAMES FINANCIAL INCNew | +228K | $3.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -50K | $1.5M |
| Castle Rock Wealth Management, LLC | -22K | $2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | -13K | $2K |
| FRED ALGER MANAGEMENT, LLC | -5K | $4.5M |
| HighTower Advisors, LLC | -3K | $253K |
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Frequently Asked Questions
How many institutional investors hold FRTY?
As of Q1 2025, 27 institutional investors report holding FRTY (Alger Mid Cap 40 ETF) in their 13F filings.
Which hedge fund owns the most FRTY?
The largest institutional holder of FRTY is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $18.9M in shares.
Are institutions buying or selling FRTY?
This quarter, 9 institutions opened new positions in FRTY and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.