Skip to content

LALT FIRST TR EXCHNG TRADED FD VI

Follow

MULTI STRATEGY (fund)

14 managers (14 13F filers) reported a position in LALT shares at 2025-09-30, 972,190 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
14
13F filers
14
New
2
Added
6
Reduced
3
Sold out
2
Shares held by filers
972,190

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Holistic Financial Partners262,172$5.97M2.45%+3,84713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174,684$3.98M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC168,751$3.85M0.09%+12,37713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,748$2.39M<0.01%-17,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,350$1.9M<0.01%-3,97213F-HRTimelineGroup
Cetera Investment Advisers75,864$1.73M<0.01%+1,82313F-HRTimeline
Sanctuary Advisors, LLC49,543$1.13M0.01%+1,16813F-HR/ATimeline
ARBOR CAPITAL MANAGEMENT INC /ADV19,456$440K0.35%+5,06913F-HRTimeline
Dynamic Advisor Solutions LLC13,730$313K0.01%-20413F-HRTimeline
Farther Finance Advisors, LLC10,349$236K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,080$180K<0.01%+5,94713F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,002$22.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.460$10.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$23<0.01%013F-HR/ATimelineGroup