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

Institute for 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
Q2 		$169 Buy
+7
New +$172 ﹤0.01% 1730

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Institute for Wealth Management's LALT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 7 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings.

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

  • Institute for Wealth Management held 7 shares of First Trust Multi-Strategy Alternative ETF worth $169 as of Q2 2026.
  • First Trust Multi-Strategy Alternative ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Multi-Strategy Alternative ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1730 holding.
  • 49 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.