SignatureFD’s Alger 35 ETF ATFV Stock Holding History

SignatureFD’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
2025 Q2	–	Sell	-98	Closed	-$2.15K	–	3266
2025 Q1	$2.15K	Buy	+98	New	+$2.48K	﹤0.01%	2853

Other funds holding ATFV

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SignatureFD's ATFV Position: Q2 2025 in Review

SignatureFD sold out of Alger 35 ETF (ATFV) in Q2 2025, closing a stake of 98 shares — an estimated $2.15K sold.

SignatureFD first reported a position in ATFV in Q1 2025 and held it in 1 quarter. The position peaked at $2.15K in Q1 2025. 10 funds tracked by Wall St. Rank hold ATFV as of Q2 2025.

SignatureFD reported no remaining Alger 35 ETF position as of Q2 2025 after selling out during the quarter.
SignatureFD sold 98 Alger 35 ETF shares in Q2 2025, an estimated $2.15K.
SignatureFD first reported a position in Alger 35 ETF in Q1 2025 and held it in 1 quarter.
SignatureFD's Alger 35 ETF position peaked at $2.15K in Q1 2025.
10 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.