Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Alger ETF Trust (FRTY)

42 + Investors. Track Smart Money conviction in FRTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — FRTY

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FRTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
42 hedge funds hold FRTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

27 buying18 selling
Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 24% conviction (2yr+) ■ 40% medium ■ 36% new
Only 10 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +23% but shares only +4% — price-driven

Value
+22%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

10 → 3 → 9 → 10 → 9 new funds/Q
New funds entering each quarter: 3 → 9 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 29% veterans, 48% new entrants

■ 29% veterans ■ 24% 1-2yr ■ 48% new
Of 42 current holders: 12 (29%) held 2+ years, 10 held 1–2 years, 20 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
7 of 42 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FRTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FRTY

In 2026 Q2, 27 hedge funds were net buyers of FRTY (9 opened a new position, 18 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in FRTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: FRTY

How many hedge funds hold FRTY — quarterly history vs. share price
Quarterly hedge fund ownership of FRTY vs. share price

Market Analysis: FRTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRTY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: FRTY
42 + Investors

Track Smart Money conviction in FRTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 40 5.0%
13F Shares 4M 4M 3.62%
Total Value $103M $84M 22.6%
New Positions 9 10 -1
Increased Positions 18 14 +4
Closed Positions 7 7 -
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FRTY

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Financial Highlights

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Institutional Holders (2026 Q2)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FRTY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FRTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advisory Advocates, LLC 1.47% 68,973 $1.7M
2 Keystone Financial Services, LLC 0.93% 62,148 $1.5M
3 Brookwood Investment Group LLC 0.74% 264,920 $6.6M
4 Castle Rock Wealth Management, LLC 0.63% 133,065 $3.2M
5 Worth Financial Advisory Group, LLC 0.60% 57,555 $1.4M
6 Proactive Wealth Strategies LLC 0.34% 86,330 $2.1M
7 Stonebridge Financial Group, LLC / MO 0.19% 11,644 $289K
8 Sargent Investment Group, LLC 0.18% 60,628 $1.5M
9 Prosperity Financial Group, Inc. 0.09% 11,690 $290K
10 Creative Financial Designs Inc /Adv 0.08% 66,754 $1.7M
11 Flagship Harbor Advisors, LLC 0.07% 74,974 $1.9M
12 Western Wealth Management, LLC 0.04% 51,678 $1.3M
13 Balentine LLC 0.03% 30,510 $757K
14 Whipplewood Advisors, LLC 0.02% 1,226 $30K
15 Wealth Enhancement Advisory Services, LLC 0.02% 471,613 $11.0M
16 Tradition Wealth Management, LLC 0.02% 10,000 $248K
17 Kovack Advisors, Inc. 0.01% 11,004 $268K
18 Truist Financial Corp 0.01% 291,608 $7.2M
19 Catherine Avery Investment Management LLC 0.01% 721 $18K
20 Commonwealth Equity Services, LLC 0.01% 245,461 $6.1M
21 &Partners 0.00% 41,615 $1.0M
22 DAVENPORT & Co LLC 0.00% 33,433 $830K
23 UBS Group AG 0.00% 1,093,822 $27.1M
24 LPL Financial LLC 0.00% 481,597 $12.0M
25 Raymond James Financial Inc 0.00% 294,352 $7.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — The Alger ETF Trust (FRTY)

What does the Smart Money Trend signal show for FRTY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FRTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FRTY?

More buyers than sellers — 60% buying: Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRTY holders?

Elite ownership — 42% AUM from top-100 funds: 7 of 42 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FRTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FRTY?

Mostly new holders — 36% entered in last year: Only 10 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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