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Alger Mid Cap 40 Etf shares owned by Independent Wealth Network

Quarter-by-quarter ownership of Alger Mid Cap 40 Etf (FRTY) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in Alger Mid Cap 40 Etf

Tip: Access up to 7 years of quarterly data

All positions including Alger Mid Cap 40 Etf held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alger Mid Cap 40 Etf by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $586k 26k 22.39
2025-06-30 $735k 38k 19.22
2025-03-31 $546k 34k 15.92
2024-12-31 $588k 31k 18.70

More positions owned by Independent Wealth Network

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Silver Tr Ishares (SLV)

View all positions for Independent Wealth Network

Top funds holding Alger Mid Cap 40 Etf

Wealth Enhancement Advisory Services
UBS Group
Fred Alger Management
Brookwood Investment Group
Raymond James Financial
Prosperity Financial Group
LPL Financial
Commonwealth Equity Services
Castle Rock Wealth Management
Flagship Harbor Advisors
Sargent Investment Group
Creative Financial Designs
Keystone Financial Services
Envestnet Asset Management
Whipplewood Advisors

View all funds holding Alger Mid Cap 40 Etf