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
Q2 		$13.5M Buy
+561,551
New +$13.8M 0.02% 481
2024
Q2 		– Sell
-431
Closed -$8.93K – 2183
2024
Q1 		$8.93K Buy
+431
New +$8.71K ﹤0.01% 1396

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

AssetMark Inc's LALT Position: Q2 2026 in Review

AssetMark Inc opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 561,551 shares worth $13.5M. The stake represents 0.02% of the portfolio and ranks #481 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in LALT as recently as Q1 2024.

AssetMark Inc first reported a position in LALT in Q1 2024 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • AssetMark Inc held 561,551 shares of First Trust Multi-Strategy Alternative ETF worth $13.5M as of Q2 2026.
  • First Trust Multi-Strategy Alternative ETF was a new AssetMark Inc position in Q2 2026.
  • First Trust Multi-Strategy Alternative ETF made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #481 holding.
  • AssetMark Inc first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2024 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.