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Alger Mid Cap 40 Etf shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Alger Mid Cap 40 Etf (FRTY) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Alger Mid Cap 40 Etf

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All positions including Alger Mid Cap 40 Etf held by Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 58k 22.39
2025-06-30 $1.1M 57k 19.22
2025-03-31 $865k 54k 15.92
2024-12-31 $738k 39k 18.70

More positions owned by Keystone Financial Services

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

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