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Alger Mid Cap 40 Etf shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 50k 22.39
2025-06-30 $895k 47k 19.22

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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