FFA
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Founders Financial Alliance’s Global X Alternative Income ETF ALTY Stock Holding History

Founders Financial Alliance’s Portfolio ALTY Stock Details ALTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75K Buy
6,244
+47
+0.8% +$575 0.01% 479
2025
Q4 		$73.9K Buy
6,197
+134
+2% +$1.6K 0.01% 411
2025
Q3 		$72K Sell
6,063
-384
-6% -$4.5K 0.01% 466
2025
Q2 		$75.2K Sell
6,447
-514
-7% -$5.86K 0.02% 365
2025
Q1 		$81.5K Buy
6,961
+39
+0.6% +$462 0.02% 399
2024
Q4 		$80.2K Sell
6,922
-178
-3% -$2.12K 0.02% 341
2024
Q3 		$85.6K Sell
7,100
-1,525
-18% -$17.8K 0.02% 346
2024
Q2 		$98K Sell
8,625
-13
-0.2% -$147 0.03% 317
2024
Q1 		$99.6K Sell
8,638
-7,032
-45% -$79.7K 0.03% 320
2023
Q4 		$177K Sell
15,670
-327
-2% -$3.56K 0.07% 252
2023
Q3 		$172K Sell
15,997
-942
-6% -$10.5K 0.08% 234
2023
Q2 		$191K Buy
16,939
+2,046
+14% +$23K 0.08% 253
2023
Q1 		$169K Buy
14,893
+521
+4% +$5.96K 0.08% 217
2022
Q4 		$158K Buy
14,372
+1,255
+10% +$13.8K 0.07% 235
2022
Q3 		$139K Buy
13,117
+1,085
+9% +$12.7K 0.07% 236
2022
Q2 		$139K Buy
12,032
+753
+7% +$9.15K 0.07% 236
2022
Q1 		$147K Buy
11,279
+1,232
+12% +$15.9K 0.07% 234
2021
Q4 		$135K Buy
10,047
+766
+8% +$10.3K 0.05% 279
2021
Q3 		$124K Buy
9,281
+1,945
+27% +$26.5K 0.06% 260
2021
Q2 		$99K Buy
7,336
+1,256
+21% +$16.8K 0.05% 295
2021
Q1 		$79K Buy
6,080
+1,215
+25% +$14.9K 0.04% 294
2020
Q4 		$57K Buy
4,865
+1,035
+27% +$11.6K 0.03% 285
2020
Q3 		$41K Buy
+3,830
New +$41.2K 0.02% 418

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Founders Financial Alliance's ALTY Position: Q1 2026 in Review

Founders Financial Alliance increased its Global X Alternative Income ETF (ALTY) stake by 0.76% in Q1 2026, buying an estimated $575 and bringing the position to 6,244 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #479.

Founders Financial Alliance first reported a position in ALTY in Q3 2020 and has held it in 23 quarters since. The position peaked at $191K in Q2 2023. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Founders Financial Alliance held 6,244 shares of Global X Alternative Income ETF worth $75K as of Q1 2026.
  • Founders Financial Alliance bought 47 Global X Alternative Income ETF shares in Q1 2026, an estimated $575.
  • Global X Alternative Income ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #479 holding.
  • Founders Financial Alliance first reported a position in Global X Alternative Income ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Global X Alternative Income ETF position peaked at $191K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.