A
Alger Mid Cap 40
FRTY • ARCA
Alger Mid Cap 40 is an exchange-traded fund on ARCA. As of Q3 2025, 30 institutional investors hold shares in this ETF, with total holdings valued at $92.6M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $29.0M.
Overview
Overview of institutional ownership in FRTY as of Q3 2025
All Institutions
- Institutions
- 30
- Value Held
- $92.6M
- Shares Held
- 4.1M
- Avg Position
- $3.1M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FRTY as of Q3 2025
| Institution | Position Value |
|---|---|
$29.0M 0.04% of portfolio | |
 UBS Group AG Institution | $16.5M 0.00% of portfolio |
F FRED ALGER MANAGEMENT INC Long Only Manager | $6.4M 0.02% of portfolio |
 Brookwood Investment Group LLC RIA/Wealth | $6.3M 0.86% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.5M 0.00% of portfolio |
 Prosperity Financial Group, Inc. RIA/Wealth | $4.2M 1.60% of portfolio |
L LPL Financial LLC Institution | $4.0M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.8M 0.00% of portfolio |
 Castle Rock Wealth Management, LLC RIA/Wealth | $2.7M 0.60% of portfolio |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | $1.9M 0.08% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FRTY in Q3 2025
- Traded
- +$10.7M
- Buyers
- 21
- Sellers
- 9
- Total Bought
- +$11.7M
- Total Sold
- −$1.1M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$3.7M +164.7K shares |
UBS Group AG Institution | +$2.2M +96.8K shares |
Brookwood Investment Group LLC RIA/Wealth | +$2.1M +92.2K shares |
+$915.1K +40.6K shares | |
 Balentine LLC RIA/Wealth | +$683.0K +30.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$587.4K +26.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$305.0K +13.6K shares |
 BB&T CORP Institution | +$268.6K +12.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$219.3K +9.8K shares |
 Worth Financial Advisory Group, LLC RIA/Wealth | +$165.8K +7.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C CLS Investments, LLC Institution | −$448.6K −23.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$285.3K −14.8K shares |
 Independent Wealth Network Inc. RIA/Wealth | −$270.9K −12.1K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | −$35.0K −1.6K shares |
 WELLS FARGO & COMPANY/MN Institution | −$20.3K −1.1K shares |
 CWM, LLC RIA/Wealth | −$8.0K −356.0 shares |
 Transce3nd, LLC RIA/Wealth | −$7.5K −391.0 shares |
F FRED ALGER MANAGEMENT INC Long Only Manager | −$7.0K −314.0 shares |
R Ronald Blue Trust, Inc. Institution | −$5.8K −300.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FRTY in Q3 2025
- New Positions
- 2
- New Value
- $951.6K
- Exited Positions
- 5
- Exited Value
- $767.4K
New Positions
| Institution | Position Value |
|---|---|
Balentine LLC RIA/Wealth | $683.0K 30.5K shares |
BB&T CORP Institution | $268.6K 12.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C CLS Investments, LLC Institution | $448.6K 23.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $285.3K 14.8K shares |
WELLS FARGO & COMPANY/MN Institution | $20.3K 1.1K shares |
Transce3nd, LLC RIA/Wealth | $7.5K 391.0 shares |
R Ronald Blue Trust, Inc. Institution | $5.8K 300.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FRTY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FRTY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Prosperity Financial Group, Inc. RIA/Wealth | 1.60% $4.2M |
 Keystone Financial Services, LLC RIA/Wealth | 0.94% $1.3M |
Brookwood Investment Group LLC RIA/Wealth | 0.86% $6.3M |
W Whipplewood Advisors, LLC RIA/Wealth | 0.73% $1.1M |
Castle Rock Wealth Management, LLC RIA/Wealth | 0.60% $2.7M |
Worth Financial Advisory Group, LLC RIA/Wealth | 0.39% $702.5K |
 Sargent Investment Group, LLC RIA/Wealth | 0.25% $1.7M |
Independent Wealth Network Inc. RIA/Wealth | 0.19% $585.5K |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.11% $1.6M |
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | 0.08% $1.9M |