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CFO Capital Management’s Alger 35 ETF ATFV Stock Holding History

CFO Capital Management’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Buy
61,747
+3,384
+6% +$114K 1.59% 17
2025
Q4 		$2.04M Buy
+58,363
New +$2.05M 1.52% 18

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFO Capital Management's ATFV Position: Q1 2026 in Review

CFO Capital Management increased its Alger 35 ETF (ATFV) stake by 5.8% in Q1 2026, buying an estimated $114K and bringing the position to 61,747 shares worth $1.94M. The position accounts for 1.59% of the portfolio, ranked #17.

CFO Capital Management first reported a position in ATFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.04M in Q4 2025. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • CFO Capital Management held 61,747 shares of Alger 35 ETF worth $1.94M as of Q1 2026.
  • CFO Capital Management bought 3,384 Alger 35 ETF shares in Q1 2026, an estimated $114K.
  • Alger 35 ETF made up 1.59% of CFO Capital Management's portfolio in Q1 2026, its #17 holding.
  • CFO Capital Management first reported a position in Alger 35 ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Alger 35 ETF position peaked at $2.04M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.