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

Iams 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 Q3	$1.27M	Buy	+51,274	New	+$1.25M	0.37%	79

Other funds holding LALT

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Iams Wealth Management's LALT Position: Q3 2026 in Review

Iams Wealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q3 2026: 51,274 shares worth $1.27M. The stake represents 0.37% of the portfolio and ranks #79 among its holdings.

10 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

Iams Wealth Management held 51,274 shares of First Trust Multi-Strategy Alternative ETF worth $1.27M as of Q3 2026.
First Trust Multi-Strategy Alternative ETF was a new Iams Wealth Management position in Q3 2026.
First Trust Multi-Strategy Alternative ETF made up 0.37% of Iams Wealth Management's portfolio in Q3 2026, its #79 holding.
10 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.