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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
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

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Foundations Investment Advisors's ATFV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Alger 35 ETF (ATFV) stake by 77% in Q1 2026, buying an estimated $231K and bringing the position to 15,726 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #726.

Foundations Investment Advisors first reported a position in ATFV in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Foundations Investment Advisors held 15,726 shares of Alger 35 ETF worth $493K as of Q1 2026.
  • Foundations Investment Advisors bought 6,826 Alger 35 ETF shares in Q1 2026, an estimated $231K.
  • Alger 35 ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #726 holding.
  • Foundations Investment Advisors first reported a position in Alger 35 ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.