AssetMark Inc
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AssetMark Inc’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

AssetMark Inc’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 		$14.2M Buy
573,790
+12,239
+2% +$298K 0.02% 483
2026
Q2 		$13.5M Buy
+561,551
New +$13.8M 0.02% 482
2024
Q2 		– Sell
-431
Closed -$8.93K – 2183
2024
Q1 		$8.93K Buy
+431
New +$8.71K ﹤0.01% 1396

Other funds holding LALT

NA
Nearside Advisors Indianapolis, Indiana $140M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

AssetMark Inc's LALT Position: Q3 2026 in Review

AssetMark Inc increased its First Trust Multi-Strategy Alternative ETF (LALT) stake by 2.2% in Q3 2026, buying an estimated $298K and bringing the position to 573,790 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #483.

AssetMark Inc first reported a position in LALT in Q1 2024 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

  • AssetMark Inc held 573,790 shares of First Trust Multi-Strategy Alternative ETF worth $14.2M as of Q3 2026.
  • AssetMark Inc bought 12,239 First Trust Multi-Strategy Alternative ETF shares in Q3 2026, an estimated $298K.
  • First Trust Multi-Strategy Alternative ETF made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #483 holding.
  • AssetMark Inc first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2024 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.