Holistic Financial Partners’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
258,325
+83,039
| +47% | +$1.76M | 2.4% | 10 |
|
|
2025
Q1 | $3.72M | Buy |
175,286
+63,417
| +57% | +$1.35M | 1.79% | 14 |
|
|
2024
Q4 | $2.35M | Buy |
111,869
+25,746
| +30% | +$541K | 1.17% | 18 |
|
|
2024
Q3 | $1.81M | Sell |
86,123
-57
| -0.1% | -$1.2K | 0.87% | 20 |
|
|
2024
Q2 | $1.78M | Buy |
86,180
+12,611
| +17% | +$261K | 0.89% | 20 |
|
|
2024
Q1 | $1.52M | Buy |
+73,569
| New | +$1.52M | 0.77% | 23 |
|