Client First Investment Management
ATFV icon

Client First Investment Management’s Alger 35 ETF ATFV Stock Holding History

Client First Investment 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
2025
Q1 		– Sell
-36,037
Closed -$911K – 16
2024
Q4 		$911K Buy
+36,037
New +$880K 0.59% 15

Other funds holding ATFV

Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Client First Investment Management's ATFV Position: Q1 2025 in Review

Client First Investment Management sold out of Alger 35 ETF (ATFV) in Q1 2025, closing a stake of 36,037 shares — an estimated $911K sold.

Client First Investment Management first reported a position in ATFV in Q4 2024 and held it in 1 quarter. The position peaked at $911K in Q4 2024. 9 funds tracked by Wall St. Rank hold ATFV as of Q1 2025.

  • Client First Investment Management reported no remaining Alger 35 ETF position as of Q1 2025 after selling out during the quarter.
  • Client First Investment Management sold 36,037 Alger 35 ETF shares in Q1 2025, an estimated $911K.
  • Client First Investment Management first reported a position in Alger 35 ETF in Q4 2024 and held it in 1 quarter.
  • Client First Investment Management's Alger 35 ETF position peaked at $911K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2025.

Based on Client First Investment Management's 13F filing for Q1 2025, filed 14 Apr 2025.