IFP Advisors
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IFP Advisors’s Alger 35 ETF ATFV Stock Holding History

IFP 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
Q3 		$407 Hold
10
– – ﹤0.01% 4728
2026
Q2 		$414 Hold
10
– – ﹤0.01% 4723
2026
Q1 		$314 Hold
10
– – ﹤0.01% 4529
2025
Q4 		$349 Hold
10
– – ﹤0.01% 4367
2025
Q3 		$355 Hold
10
– – ﹤0.01% 4263
2025
Q2 		$295 Hold
10
– – ﹤0.01% 4556
2025
Q1 		$219 Hold
10
– – ﹤0.01% 3641
2024
Q4 		$253 Buy
+10
New +$244 ﹤0.01% 3628

Other funds holding ATFV

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors's ATFV Position: Q3 2026 in Review

IFP Advisors held its Alger 35 ETF (ATFV) position steady in Q3 2026 at 10 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #4728.

IFP Advisors first reported a position in ATFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $414 in Q2 2026. 21 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

  • IFP Advisors held 10 shares of Alger 35 ETF worth $407 as of Q3 2026.
  • IFP Advisors left its Alger 35 ETF share count unchanged in Q3 2026.
  • Alger 35 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4728 holding.
  • IFP Advisors first reported a position in Alger 35 ETF in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Alger 35 ETF position peaked at $414 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.