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Brookwood Investment Group’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Brookwood Investment Group’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 		$344K Buy
14,326
+1,628
+13% +$40K 0.04% 378
2026
Q1 		$309K Buy
+12,698
New +$305K 0.04% 389

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
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
Bank of New York Mellon New York $609B AUM 40.19% 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
Janney Montgomery Scott
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Brookwood Investment Group's LALT Position: Q2 2026 in Review

Brookwood Investment Group increased its First Trust Multi-Strategy Alternative ETF (LALT) stake by 13% in Q2 2026, buying an estimated $40K and bringing the position to 14,326 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #378.

Brookwood Investment Group first reported a position in LALT in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • Brookwood Investment Group held 14,326 shares of First Trust Multi-Strategy Alternative ETF worth $344K as of Q2 2026.
  • Brookwood Investment Group bought 1,628 First Trust Multi-Strategy Alternative ETF shares in Q2 2026, an estimated $40K.
  • First Trust Multi-Strategy Alternative ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #378 holding.
  • Brookwood Investment Group first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.