Advisory Services Network’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Advisory Services Network’s Portfolio LALT Stock Details LALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,323	Closed	-$441K	–	1667
2024 Q3	$441K	Hold	21,323	–	–	0.01%	1042
2024 Q2	$441K	Buy	21,323 +7,773	+57%	+$160K	0.01%	1042
2024 Q1	$281K	Buy	+13,550	New	+$274K	0.01%	1177

Other funds holding LALT

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

ACMA

Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Services Network's LALT Position: Q4 2024 in Review

Advisory Services Network sold out of First Trust Multi-Strategy Alternative ETF (LALT) in Q4 2024, closing a stake of 21,323 shares — an estimated $441K sold.

Advisory Services Network first reported a position in LALT in Q1 2024 and held it in 3 quarters. The position peaked at $441K in Q3 2024. 12 funds tracked by Wall St. Rank hold LALT as of Q4 2024.

Advisory Services Network reported no remaining First Trust Multi-Strategy Alternative ETF position as of Q4 2024 after selling out during the quarter.
Advisory Services Network sold 21,323 First Trust Multi-Strategy Alternative ETF shares in Q4 2024, an estimated $441K.
Advisory Services Network first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2024 and held it in 3 quarters.
Advisory Services Network's First Trust Multi-Strategy Alternative ETF position peaked at $441K in Q3 2024.
12 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q4 2024.

Based on Advisory Services Network's 13F filing for Q4 2024, filed 13 Feb 2025.