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Disclosery

LALT FIRST TR EXCHNG TRADED FD VI

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MULTI STRATEGY (fund)

72 managers (73 13F filers) reported a position in LALT shares at 2026-06-30, 10,633,092 shares in all. 47 filers opened a position and 0 filers sold out during the quarter.

Managers
72
13F filers
73
New
47
Added
16
Reduced
5
Sold out
0
Shares held by filers
10,633,092

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,105,264$50.6M+1,992,519Timeline
LPL Financial LLC2,009,723$48.3M0.01%+2,000,82113F-HRTimeline
Cetera Investment Advisers883,878$21.2M0.02%+798,37713F-HRTimeline
Tidemark, LLC630,529$15.2M3.41%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC561,551$13.5M0.02%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC546,672$13.1M0.12%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA463,459$11.1M<0.01%+155,14513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp291,220$7M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC231,185$5.56M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC230,576$5.54M0.01%+9,79213F-HRTimeline
Gateway Wealth Partners, LLC213,678$5.13M0.31%new13F-HRTimeline
Janney Montgomery Scott LLC208,732$5.02M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,747$4.82M0.01%+132,21713F-HRTimelineGroup
Hobart Private Capital, LLC186,939$4.49M0.77%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC179,571$4.32M0.09%+5,42113F-HRTimelineGroup
New England Private Wealth Advisors LLC123,254$2.99M0.29%new13F-HRTimeline
Farther Finance Advisors, LLC118,050$2.84M0.02%+41,88913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,163$2.77M0.02%new13F-HRTimelineGroup
Holistic Financial Partners107,034$2.57M1.57%-247,19213F-HRTimeline
Midwest Financial Group LLC103,963$2.5M0.88%new13F-HRTimeline
Sanctuary Advisors, LLC102,068$2.45M0.01%+56,80613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.88,219$2.12M1.25%new13F-HRTimeline
IFP Advisors, Inc87,134$2.09M0.04%new13F-HRTimeline
Atria Investments, Inc70,993$1.71M0.02%new13F-HRTimeline
Van Diest Capital, LLC60,748$1.46M1.31%+77713F-HRTimeline
Signature Equity Partners, LLC59,732$1.44M0.66%+58,99513F-HRTimeline
HARBOUR INVESTMENTS, INC.51,666$1.24M0.02%+51,20613F-HRTimeline
Advisory Services Network, LLC45,140$1.08M0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC44,360$1.07M0.01%013F-HRTimeline
AE Wealth Management LLC42,291$1.02M<0.01%new13F-HRTimeline
NewEdge Advisors, LLC38,521$926K<0.01%new13F-HRTimeline
Marks Group Wealth Management, Inc29,989$721K0.06%new13F-HRTimeline
World Investment Advisors28,521$687K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC28,266$679K<0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC27,940$671K0.11%+12,39313F-HRTimeline
Arkadios Wealth Advisors26,156$629K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,310$512K0.02%new13F-HRTimelineGroup
&PARTNERS18,904$454K<0.01%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV18,844$454K0.45%-2,84113F-HRTimeline
GeoWealth Management, LLC17,818$428K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.16,975$408K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,975$408K0.01%new13F-HRTimeline
McAdam, LLC15,070$362K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,059$362K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14,908$358K0.09%new13F-HRTimeline
Brookwood Investment Group LLC14,326$344K0.04%+1,62813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,875$309K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC12,142$292K0.01%-1,50113F-HRTimeline
Ashton Thomas Private Wealth, LLC11,361$273K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC11,010$265K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.10,565$254K0.01%new13F-HRTimeline
TrueWealth Advisors, LLC9,581$230K0.05%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,433$227K<0.01%+97813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,914$214K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC8,400$202K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC6,160$148K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC12,042$39.2K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1,183$28.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…999$24K<0.01%-313F-HRTimeline
Silver Grove Financial Group, Inc.948$22.8K0.01%new13F-HRTimeline
Rossby Financial, LCC934$22.4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.908$21.8K0.02%new13F-HRTimeline
N.E.W. Advisory Services LLC877$21.1K<0.01%+49813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…673$16.1K<0.01%013F-HRTimeline
IFG Advisory, LLC463$11.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\207$4.97K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.103$2.48K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC102$2.45K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC60$1.44K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18$433<0.01%-39213F-HRTimelineGroup
Institute for Wealth Management, LLC.7$169<0.01%new13F-HRTimeline
Continuum Advisory, LLC6$144<0.01%new13F-HRTimeline