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

LPL Financial’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	$75.6M	Buy	3,060,580 +1,050,857	+52%	+$25.6M	0.02%	821
2026 Q2	$48.3M	Buy	2,009,723 +2,000,821	+22,476%	+$49.1M	0.01%	1022
2026 Q1	$216K	Buy	+8,902	New	+$214K	﹤0.01%	5447

Other funds holding LALT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nearside Advisors Indianapolis, Indiana $140M AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LPL Financial's LALT Position: Q3 2026 in Review

LPL Financial increased its First Trust Multi-Strategy Alternative ETF (LALT) stake by 52% in Q3 2026, buying an estimated $25.6M and bringing the position to 3,060,580 shares worth $75.6M. The position accounts for 0.02% of the portfolio, ranked #821.

LPL Financial first reported a position in LALT in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

LPL Financial held 3,060,580 shares of First Trust Multi-Strategy Alternative ETF worth $75.6M as of Q3 2026.
LPL Financial bought 1,050,857 First Trust Multi-Strategy Alternative ETF shares in Q3 2026, an estimated $25.6M.
First Trust Multi-Strategy Alternative ETF made up 0.02% of LPL Financial's portfolio in Q3 2026, its #821 holding.
LPL Financial first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2026 and has held it in 3 quarters since.
49 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.