ATFV β€” THE ALGER ETF TRUST

Ownership history in Equitable Holdings, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in THE ALGER ETF TRUST (ATFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    ATFV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 17,855 β€” β€” 0.00% $634K $35.44

🏒 Other funds also holding ATFV

As of 2025 Q4 β€” sorted by position size

Mountain Capital Investment Advisors Inc. 3Y 7Y 5.98% CFO CAPITAL MANAGEMENT LLC 1.52% Castle Rock Wealth Management, LLC 3Y 7Y 0.29% Worth Asset Management, LLC 3Y 0.13% CHILTON INVESTMENT CO INC. 3Y 7Y 0.07% Beverly Hills Private Wealth, LLC 3Y 0.06% FRED ALGER MANAGEMENT, LLC 3Y 7Y 0.05% Onyx Bridge Wealth Group LLC 3Y 0.04% Avior Wealth Management, LLC 3Y 7Y 0.02% Integrated Wealth Concepts LLC 3Y 7Y 0.01%
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