Holistic Financial Partners’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Holistic Financial Partners’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	$2.57M	Sell	107,034 -247,192	-70%	-$6.07M	1.57%	17
2026 Q1	$8.61M	Buy	354,226 +26,660	+8%	+$640K	3.2%	8
2025 Q4	$7.47M	Buy	327,566 +65,394	+25%	+$1.5M	2.71%	8
2025 Q3	$5.97M	Buy	262,172 +3,847	+1%	+$84.3K	2.45%	10
2025 Q2	$5.48M	Buy	258,325 +83,039	+47%	+$1.74M	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%	+$543K	1.17%	18
2024 Q3	$1.81M	Sell	86,123 -57	-0.1%	-$1.19K	0.87%	20
2024 Q2	$1.78M	Buy	86,180 +12,611	+17%	+$260K	0.89%	20
2024 Q1	$1.52M	Buy	+73,569	New	+$1.49M	0.77%	23

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

MFG

Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Holistic Financial Partners's LALT Position: Q2 2026 in Review

Holistic Financial Partners reduced its First Trust Multi-Strategy Alternative ETF (LALT) stake by 70% in Q2 2026, selling an estimated $6.07M and leaving 107,034 shares worth $2.57M. The position accounts for 1.57% of the portfolio, ranked #17.

Holistic Financial Partners first reported a position in LALT in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.61M in Q1 2026. 17 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

Holistic Financial Partners held 107,034 shares of First Trust Multi-Strategy Alternative ETF worth $2.57M as of Q2 2026.
Holistic Financial Partners sold 247,192 First Trust Multi-Strategy Alternative ETF shares in Q2 2026, an estimated $6.07M.
First Trust Multi-Strategy Alternative ETF made up 1.57% of Holistic Financial Partners's portfolio in Q2 2026, its #17 holding.
Holistic Financial Partners first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2024 and has held it in 10 quarters since.
Holistic Financial Partners's First Trust Multi-Strategy Alternative ETF position peaked at $8.61M in Q1 2026.
17 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.