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Lord & Richards Wealth Management’s First Trust Alternative Absolute Return Strategy ETF FAAR Stock Holding History

Lord & Richards Wealth Management’s Portfolio FAAR Stock Details FAAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,135
Closed -$32.8K – 82
2025
Q1 		$32.8K Buy
+1,135
New +$32.3K 0.04% 95

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Cetera Investment Advisers
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First Trust Advisors
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CAPTRUST Financial Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lord & Richards Wealth Management's FAAR Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Alternative Absolute Return Strategy ETF (FAAR) in Q2 2025, closing a stake of 1,135 shares — an estimated $32.8K sold.

Lord & Richards Wealth Management first reported a position in FAAR in Q1 2025 and held it in 1 quarter. The position peaked at $32.8K in Q1 2025. 64 funds tracked by Wall St. Rank hold FAAR as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Alternative Absolute Return Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,135 First Trust Alternative Absolute Return Strategy ETF shares in Q2 2025, an estimated $32.8K.
  • Lord & Richards Wealth Management first reported a position in First Trust Alternative Absolute Return Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Alternative Absolute Return Strategy ETF position peaked at $32.8K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Alternative Absolute Return Strategy ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.