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Fermata Advisors’s Alger 35 ETF ATFV Stock Holding History

Fermata Advisors’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
Q2 		$249K Buy
+6,000
New +$228K 0.05% 225

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fermata Advisors's ATFV Position: Q2 2026 in Review

Fermata Advisors opened a new position in Alger 35 ETF (ATFV) in Q2 2026: 6,000 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

7 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Fermata Advisors held 6,000 shares of Alger 35 ETF worth $249K as of Q2 2026.
  • Alger 35 ETF was a new Fermata Advisors position in Q2 2026.
  • Alger 35 ETF made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #225 holding.
  • 7 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.