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
2024
Q2 		– Sell
-431
Closed -$8.93K – 2183
2024
Q1 		$8.93K Buy
+431
New +$8.71K ﹤0.01% 1396

Other funds holding LALT

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AssetMark Inc's LALT Position: Q2 2024 in Review

AssetMark Inc sold out of First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2024, closing a stake of 431 shares — an estimated $8.93K sold.

AssetMark Inc first reported a position in LALT in Q1 2024 and held it in 1 quarter. The position peaked at $8.93K in Q1 2024. 12 funds tracked by Wall St. Rank hold LALT as of Q2 2024.

  • AssetMark Inc reported no remaining First Trust Multi-Strategy Alternative ETF position as of Q2 2024 after selling out during the quarter.
  • AssetMark Inc sold 431 First Trust Multi-Strategy Alternative ETF shares in Q2 2024, an estimated $8.93K.
  • AssetMark Inc first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2024 and held it in 1 quarter.
  • AssetMark Inc's First Trust Multi-Strategy Alternative ETF position peaked at $8.93K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.