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Alger 35 ETF (ATFV) Institutional Ownership

$27.38 +0.69 (+2.59%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Alger 35 ETF (NYSEARCA:ATFV)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$922.12K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$684.95K
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ATFV Institutional Buying and Selling by Quarter

Alger 35 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC1,610$41K0.0%+35.9%0.192%
1/15/2025 Client First Investment Management LLC36,037$911K0.6%N/A4.303%
11/8/2024 Avior Wealth Management LLC1,185$26K0.0%-45.8%0.141%
10/9/2024Castle Rock Wealth Management LLC57,552$1.30M0.3%-32.2%6.872%
8/14/2024Fred Alger Management LLC373,037$8.01M0.0%-0.7%44.542%
1/9/2024Castle Rock Wealth Management LLC80,958$1.35M0.4%-2.4%9.200%
11/14/2023Fred Alger Management LLC375,537$5.45M0.0%+1.7%42.675%
10/11/2023Castle Rock Wealth Management LLC82,926$1.18M0.4%-54.9%9.423%
7/11/2023Castle Rock Wealth Management LLC183,740$2.87M1.0%N/A27.021%
1/18/2022Coastal Investment Advisors Inc.10,144$207K0.0%-5.2%1.530%
10/18/2021Coastal Investment Advisors Inc.10,699$225K0.1%N/A1.528%
(Data available from 1/1/2016 forward)

ATFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ATFV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Alger 35 ETF shares: Fred Alger Management LLC ($8.01M), Castle Rock Wealth Management LLC ($1.30M), and Client First Investment Management LLC ($911K), Avior Wealth Management LLC ($41K).Learn more on ATFV's institutional investors.

Which institutional investors have been buying Alger 35 ETF stock?

The following institutional investors have purchased Alger 35 ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($183.74K), Client First Investment Management LLC ($36.04K), Fred Alger Management LLC ($6.40K), and Avior Wealth Management LLC ($425.00).

How much institutional buying is happening at Alger 35 ETF?

Institutional investors have bought a total of 226,600 shares in the last 24 months. This purchase volume represents approximately $3.88M in transactions.

Which Alger 35 ETF major shareholders have been selling company stock?

The following institutional investors have sold Alger 35 ETF stock in the last 24 months: Castle Rock Wealth Management LLC ($130.09K), Fred Alger Management LLC ($2.50K), and Avior Wealth Management LLC ($1K).

How much institutional selling is happening at Alger 35 ETF?

Institutional investors have sold a total of 133,589 shares in the last 24 months. This volume of shares sold represents approximately $2.18M in transactions.



This page (NYSEARCA:ATFV) was last updated on 1/22/2025 by MarketBeat.com Staff
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