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Disclosery

FRTY THE ALGER ETF TRUST

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MF Closed and MF Open (fund)

41 managers (41 13F filers) reported a position in FRTY shares at 2026-03-31, 4,102,146 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
41
13F filers
41
New
9
Added
15
Reduced
12
Sold out
7
Shares held by filers
4,102,146

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG1,273,907$24.8M<0.01%+89,37913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…449,456$8.84M0.02%-893,78413F-HRTimeline
LPL Financial LLC430,053$8.38M<0.01%-77,89213F-HRTimeline
Brookwood Investment Group LLC300,924$5.86M0.75%+15,55813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC294,024$5.73M<0.01%-34,02413F-HRTimelineGroup
Worth Financial Advisory Group, LLC14,430$5.48M2.45%-26,66713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC216,956$4.23M0.01%+86,86013F-HRTimeline
Castle Rock Wealth Management, LLC126,008$2.48M0.54%+2,86213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC77,377$1.51M0.07%-7,97913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV70,880$1.38M0.08%-39513F-HRTimeline
Advisory Advocates, LLC65,273$1.27M1.3%+5,30013F-HRTimeline
Proactive Wealth Strategies LLC60,830$1.18M0.22%new13F-HRTimeline
Sargent Investment Group, LLC60,628$1.18M0.16%-8,22513F-HRTimeline
Keystone Financial Services, LLC60,275$1.17M0.79%+1,50713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,063$1.15M<0.01%+21,45913F-HRTimelineGroup
Western Wealth Management, LLC58,455$1.14M0.04%new13F-HR/ATimeline
Whipplewood Advisors, LLC49,827$971K0.5%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…45,652$889K0.07%+8,19313F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,441$827K<0.01%-9,58113F-HRTimeline
&PARTNERS37,686$734K<0.01%+1,69413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,613$674K<0.01%+62813F-HRTimelineGroup
DAVENPORT & Co LLC31,433$612K<0.01%+70013F-HRTimeline
Balentine LLC30,510$594K0.02%013F-HRTimeline
HighTower Advisors, LLC30,093$586K<0.01%+90213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,708$540K<0.01%+9,92813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,938$505K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers15,577$303K<0.01%new13F-HRTimeline
HRT FINANCIAL LP14,967$291K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,052$274K<0.01%+31013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,197$270K<0.01%+7,54313F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,140$236K0.09%-79113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,233$219K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.11,004$215K0.01%013F-HRTimeline
Janney Montgomery Scott LLC10,448$204K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO10,004$195K0.16%new13F-HRTimeline
Tradition Wealth Management, LLC10,000$195K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,949$38K<0.01%-32613F-HRTimelineGroup
NewEdge Advisors, LLC1,500$29.2K<0.01%-43,40213F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…356$6.94K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates190$3.7K<0.01%-2613F-HRTimeline
Tradewinds Capital Management, LLC89$1.73K<0.01%new13F-HRTimeline