ALAI — THE ALGER ETF TRUST

Ownership history in CFO CAPITAL MANAGEMENT LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which CFO CAPITAL MANAGEMENT LLC reported a position in THE ALGER ETF TRUST (ALAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2025 Q4)
Avg. % of fund
0.91%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 33,751 — — 0.91% $1.2M $36.11
% of Fund (quarterly)    ALAI price (monthly, adj. close)

Other funds also holding ALAI

As of 2025 Q4 — sorted by position size

Members Advisory Group LLC 3Y 3.76% Goldstein Advisors, LLC 3Y 2.5% NWM ADVISORS, LLC 2.24% Aurora Private Wealth, Inc. 3Y 1.44% Whipplewood Advisors, LLC 1.13% SFG Wealth Management, LLC. 3Y 0.93% Berbice Capital Management LLC 0.76% Arkadios Wealth Advisors 3Y 0.6% Colonial River Investments, LLC 3Y 0.4% Onyx Bridge Wealth Group LLC 3Y 0.37%
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