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NewEdge Advisors’s Alger 35 ETF ATFV Stock Holding History

NewEdge 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 		$11.8M Buy
285,103
+50,147
+21% +$1.9M 0.04% 451
2026
Q1 		$7.37M Buy
234,956
+216,699
+1,187% +$7.32M 0.03% 549
2025
Q4 		$637K Buy
18,257
+1,344
+8% +$47.2K ﹤0.01% 1787
2025
Q3 		$601K Buy
16,913
+1,340
+9% +$42.8K ﹤0.01% 1709
2025
Q2 		$460K Buy
+15,573
New +$390K ﹤0.01% 1741

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

NewEdge Advisors's ATFV Position: Q2 2026 in Review

NewEdge Advisors increased its Alger 35 ETF (ATFV) stake by 21% in Q2 2026, buying an estimated $1.9M and bringing the position to 285,103 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #451.

NewEdge Advisors first reported a position in ATFV in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • NewEdge Advisors held 285,103 shares of Alger 35 ETF worth $11.8M as of Q2 2026.
  • NewEdge Advisors bought 50,147 Alger 35 ETF shares in Q2 2026, an estimated $1.9M.
  • Alger 35 ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #451 holding.
  • NewEdge Advisors first reported a position in Alger 35 ETF in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.