Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Alger ETF Trust (FRTY)

40 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — FRTY

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
40 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 — +48% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+48% 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.
🟡

Slight buying edge — 57% buying

24 buying18 selling
Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

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

Mixed — 25% long-term, 42% new

■ 25% conviction (2yr+) ■ 32% medium ■ 42% new
Of the 40 current holders: 10 (25%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~10 new funds/quarter

8 → 10 → 3 → 9 → 10 new funds/Q
New funds entering each quarter: 10 → 3 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 30% veterans ■ 12% 1-2yr ■ 57% new
Of 40 current holders: 23 (57%) entered in the past year, only 12 (30%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
7 of 40 holders are among the 100 largest funds by AUM, controlling 43% 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 Q1, 24 hedge funds were net buyers of FRTY (10 opened a new position, 14 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in FRTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 40.

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.

Is It Too Late to Buy The Alger ETF Trust (FRTY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRTY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
FRTY
nan%
SPY
+15.1%

FRTY outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FRTY
nan%
SPY
+1.3%

Since the filing became public, FRTY outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.1
/ 10
conviction
Hedge Fund Positioning: FRTY
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 37 8.11%
13F Shares 4M 5M -13.07%
Total Value $84M $101M -16.52%
New Positions 10 9 +1
Increased Positions 14 16 -2
Closed Positions 7 1 +6
Reduced Positions 11 6 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FRTY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

40 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advisory Advocates, LLC 1.26% 59,973 $1.3M
2 Keystone Financial Services, LLC 0.79% 60,275 $1.2M
3 Brookwood Investment Group LLC 0.72% 300,924 $5.9M
4 Castle Rock Wealth Management, LLC 0.54% 126,008 $2.5M
5 Whipplewood Advisors, LLC 0.50% 49,827 $971K
6 Proactive Wealth Strategies LLC 0.22% 60,830 $1.2M
7 Stonebridge Financial Group, LLC / MO 0.16% 10,004 $195K
8 Sargent Investment Group, LLC 0.16% 60,628 $1.2M
9 Prosperity Financial Group, Inc. 0.09% 12,140 $236K
10 Creative Financial Designs Inc /Adv 0.08% 70,880 $1.4M
11 Ascentis Independent Advisors 0.07% 45,652 $889K
12 Flagship Harbor Advisors, LLC 0.07% 77,377 $1.5M
13 Western Wealth Management, LLC 0.04% 58,455 $1.1M
14 Balentine LLC 0.02% 30,510 $594K
15 Wealth Enhancement Advisory Services, LLC 0.02% 449,456 $8.8M
16 Tradition Wealth Management, LLC 0.01% 10,000 $195K
17 Kovack Advisors, Inc. 0.01% 11,004 $215K
18 Commonwealth Equity Services, LLC 0.01% 216,956 $4.2M
19 UBS Group AG 0.00% 1,273,907 $24.8M
20 &Partners 0.00% 37,686 $734K
21 DAVENPORT & Co LLC 0.00% 31,433 $612K
22 LPL Financial LLC 0.00% 430,053 $8.4M
23 Raymond James Financial Inc 0.00% 294,024 $5.7M
24 Ritter Daniher Financial Advisory LLC / DE 0.00% 356 $7K
25 Global Wealth Strategies & Associates 0.00% 190 $4K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 57% buying: Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FRTY holders?

Elite ownership — 43% AUM from top-100 funds: 7 of 40 holders are among the 100 largest funds by AUM, controlling 43% 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?

Mixed — 25% long-term, 42% new: Of the 40 current holders: 10 (25%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy The Alger ETF Trust (FRTY) following the 2026 Q1 hedge fund 13F filings?

As of today, FRTY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FRTY has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →