FIA
ATFV icon

Foundations Investment Advisors’s Alger 35 ETF ATFV Stock Holding History

Foundations Investment 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 		$706K Buy
17,053
+1,327
+8% +$50.4K 0.01% 671
2026
Q1 		$493K Buy
15,726
+6,826
+77% +$231K 0.01% 726
2025
Q4 		$310K Buy
+8,900
New +$312K ﹤0.01% 879

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 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 $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Foundations Investment Advisors's ATFV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Alger 35 ETF (ATFV) stake by 8.4% in Q2 2026, buying an estimated $50.4K and bringing the position to 17,053 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #671.

Foundations Investment Advisors first reported a position in ATFV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Foundations Investment Advisors held 17,053 shares of Alger 35 ETF worth $706K as of Q2 2026.
  • Foundations Investment Advisors bought 1,327 Alger 35 ETF shares in Q2 2026, an estimated $50.4K.
  • Alger 35 ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #671 holding.
  • Foundations Investment Advisors first reported a position in Alger 35 ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.