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CreativeOne Wealth’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

CreativeOne Wealth’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 		$4.23M Buy
174,150
+3,413
+2% +$81.9K 0.1% 194
2025
Q4 		$3.89M Buy
170,737
+1,986
+1% +$45.6K 0.09% 197
2025
Q3 		$3.85M Buy
168,751
+12,377
+8% +$271K 0.09% 200
2025
Q2 		$3.32M Buy
156,374
+718
+0.5% +$15K 0.09% 217
2025
Q1 		$3.3M Buy
155,656
+34,972
+29% +$743K 0.1% 199
2024
Q4 		$2.53M Buy
120,684
+87,653
+265% +$1.85M 0.08% 239
2024
Q3 		$694K Buy
33,031
+335
+1% +$6.97K 0.02% 527
2024
Q2 		$676K Buy
32,696
+1,466
+5% +$30.2K 0.03% 410
2024
Q1 		$647K Buy
31,230
+9,801
+46% +$198K 0.03% 487
2023
Q4 		$422K Buy
+21,429
New +$428K 0.03% 408

Other funds holding LALT

HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CreativeOne Wealth's LALT Position: Q1 2026 in Review

CreativeOne Wealth increased its First Trust Multi-Strategy Alternative ETF (LALT) stake by 2% in Q1 2026, buying an estimated $81.9K and bringing the position to 174,150 shares worth $4.23M. The position accounts for 0.1% of the portfolio, ranked #194.

CreativeOne Wealth first reported a position in LALT in Q4 2023 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold LALT as of Q1 2026.

  • CreativeOne Wealth held 174,150 shares of First Trust Multi-Strategy Alternative ETF worth $4.23M as of Q1 2026.
  • CreativeOne Wealth bought 3,413 First Trust Multi-Strategy Alternative ETF shares in Q1 2026, an estimated $81.9K.
  • First Trust Multi-Strategy Alternative ETF made up 0.1% of CreativeOne Wealth's portfolio in Q1 2026, its #194 holding.
  • CreativeOne Wealth first reported a position in First Trust Multi-Strategy Alternative ETF in Q4 2023 and has held it in 10 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.