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Equitable Holdings’s Alger 35 ETF ATFV Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-17,855
Closed -$634K – 1585
2025
Q3 		$634K Buy
+17,855
New +$570K ﹤0.01% 1001

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 $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $223M AUM 22.77% 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 $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings's ATFV Position: Q4 2025 in Review

Equitable Holdings sold out of Alger 35 ETF (ATFV) in Q4 2025, closing a stake of 17,855 shares — an estimated $634K sold.

Equitable Holdings first reported a position in ATFV in Q3 2025 and held it in 1 quarter. The position peaked at $634K in Q3 2025. 24 funds tracked by Wall St. Rank hold ATFV as of Q4 2025.

  • Equitable Holdings reported no remaining Alger 35 ETF position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 17,855 Alger 35 ETF shares in Q4 2025, an estimated $634K.
  • Equitable Holdings first reported a position in Alger 35 ETF in Q3 2025 and held it in 1 quarter.
  • Equitable Holdings's Alger 35 ETF position peaked at $634K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Alger 35 ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.