Asset Allocation Strategies’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Asset Allocation Strategies’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
2026 Q3	$737K	Buy	+29,840	New	+$727K	0.11%	100

Other funds holding LALT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NAL

Nearside Advisors, LLC Indianapolis, Indiana $140M AUM

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Asset Allocation Strategies's LALT Position: Q3 2026 in Review

Asset Allocation Strategies opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q3 2026: 29,840 shares worth $737K. The stake represents 0.11% of the portfolio and ranks #100 among its holdings.

25 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

Asset Allocation Strategies held 29,840 shares of First Trust Multi-Strategy Alternative ETF worth $737K as of Q3 2026.
First Trust Multi-Strategy Alternative ETF was a new Asset Allocation Strategies position in Q3 2026.
First Trust Multi-Strategy Alternative ETF made up 0.11% of Asset Allocation Strategies's portfolio in Q3 2026, its #100 holding.
25 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.