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

Evolution 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
Q2 		$2.12M Buy
+88,219
New +$2.17M 1.25% 16

Other funds holding LALT

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Evolution Wealth Management's LALT Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 88,219 shares worth $2.12M. The stake represents 1.25% of the portfolio and ranks #16 among its holdings.

15 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • Evolution Wealth Management held 88,219 shares of First Trust Multi-Strategy Alternative ETF worth $2.12M as of Q2 2026.
  • First Trust Multi-Strategy Alternative ETF was a new Evolution Wealth Management position in Q2 2026.
  • First Trust Multi-Strategy Alternative ETF made up 1.25% of Evolution Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 15 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.