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

GeoWealth 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	$428K	Buy	+17,818	New	+$438K	0.01%	542

Other funds holding LALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management's LALT Position: Q2 2026 in Review

GeoWealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 17,818 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings.

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

GeoWealth Management held 17,818 shares of First Trust Multi-Strategy Alternative ETF worth $428K as of Q2 2026.
First Trust Multi-Strategy Alternative ETF was a new GeoWealth Management position in Q2 2026.
First Trust Multi-Strategy Alternative ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #542 holding.
73 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.