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Cassaday & Co Wealth Management’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		$150K Buy
+6,160
New +$148K ﹤0.01% 376

Other funds holding LALT

HFP
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VDC
Van Diest Capital Poly City, Iowa $127M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cassaday & Co Wealth Management's LALT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q1 2026: 6,160 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings.

25 funds tracked by Wall St. Rank hold LALT as of Q1 2026.

  • Cassaday & Co Wealth Management held 6,160 shares of First Trust Multi-Strategy Alternative ETF worth $150K as of Q1 2026.
  • First Trust Multi-Strategy Alternative ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • First Trust Multi-Strategy Alternative ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #376 holding.
  • 25 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.