Atria Investments’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Atria Investments’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	$1.71M	Buy	+70,993	New	+$1.74M	0.02%	843
2025 Q2	–	Sell	-108,961	Closed	-$2.31M	–	2042
2025 Q1	$2.31M	Buy	+108,961	New	+$2.32M	0.03%	644

Other funds holding LALT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Atria Investments's LALT Position: Q2 2026 in Review

Atria Investments opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 70,993 shares worth $1.71M. The stake represents 0.02% of the portfolio and ranks #843 among its holdings. This is a return to the name: Atria Investments previously reported a position in LALT as recently as Q1 2025.

Atria Investments first reported a position in LALT in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.31M in Q1 2025. 45 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

Atria Investments held 70,993 shares of First Trust Multi-Strategy Alternative ETF worth $1.71M as of Q2 2026.
First Trust Multi-Strategy Alternative ETF was a new Atria Investments position in Q2 2026.
First Trust Multi-Strategy Alternative ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #843 holding.
Atria Investments first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2025 and has held it in 2 quarters since.
Atria Investments's First Trust Multi-Strategy Alternative ETF position peaked at $2.31M in Q1 2025.
45 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.