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LALT FIRST TR EXCHNG TRADED FD VI

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MULTI STRATEGY (fund)

26 managers (26 13F filers) reported a position in LALT shares at 2026-03-31, 1,643,162 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
26
13F filers
26
New
8
Added
11
Reduced
4
Sold out
1
Shares held by filers
1,643,162

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Partners354,226$8.61M3.2%+26,66013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA308,314$7.49M<0.01%+111,90013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC220,784$5.37M0.01%+5,54413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC174,150$4.23M0.1%+3,41313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,745$2.74M<0.01%+90,35513F-HRTimelineGroup
Cetera Investment Advisers85,501$2.08M<0.01%+9,92813F-HRTimeline
Farther Finance Advisors, LLC76,161$1.86M0.02%+34,83713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,530$1.67M<0.01%+32,27113F-HRTimelineGroup
Van Diest Capital, LLC59,971$1.46M1.15%-1,40213F-HRTimeline
Sanctuary Advisors, LLC45,262$1.1M0.01%-4,30013F-HRTimeline
OneDigital Investment Advisors LLC44,360$1.08M0.01%-2,64513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV21,685$531K0.43%-16813F-HRTimeline
Proactive Wealth Strategies LLC15,547$378K0.07%new13F-HRTimeline
Dynamic Advisor Solutions LLC13,643$332K0.01%+55313F-HRTimeline
Brookwood Investment Group LLC12,698$309K0.04%new13F-HRTimeline
LPL Financial LLC8,902$216K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,455$206K<0.01%+5,49913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC6,160$150K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.2,200$52.9K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,002$24.4K<0.01%013F-HRTimeline
Signature Equity Partners, LLC737$17.9K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…673$16.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.460$11.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY410$9.96K<0.01%+40913F-HRTimelineGroup
N.E.W. Advisory Services LLC379$9.2K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\207$5.03K<0.01%new13F-HRTimelineGroup