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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
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

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's ATFV Position: Q1 2026 in Review

NewEdge Advisors increased its Alger 35 ETF (ATFV) stake by 1,187% in Q1 2026, buying an estimated $7.32M and bringing the position to 234,956 shares worth $7.37M. The position accounts for 0.03% of the portfolio, ranked #549.

NewEdge Advisors first reported a position in ATFV in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • NewEdge Advisors held 234,956 shares of Alger 35 ETF worth $7.37M as of Q1 2026.
  • NewEdge Advisors bought 216,699 Alger 35 ETF shares in Q1 2026, an estimated $7.32M.
  • Alger 35 ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #549 holding.
  • NewEdge Advisors first reported a position in Alger 35 ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.