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

OneAscent Financial Services’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 		$512K Buy
+21,310
New +$523K 0.02% 379
2025
Q2 		– Sell
-159,156
Closed -$3.38M – 555
2025
Q1 		$3.38M Buy
+159,156
New +$3.38M 0.22% 75

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneAscent Financial Services's LALT Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 21,310 shares worth $512K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in LALT as recently as Q1 2025.

OneAscent Financial Services first reported a position in LALT in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.38M in Q1 2025. 72 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • OneAscent Financial Services held 21,310 shares of First Trust Multi-Strategy Alternative ETF worth $512K as of Q2 2026.
  • First Trust Multi-Strategy Alternative ETF was a new OneAscent Financial Services position in Q2 2026.
  • First Trust Multi-Strategy Alternative ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #379 holding.
  • OneAscent Financial Services first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2025 and has held it in 2 quarters since.
  • OneAscent Financial Services's First Trust Multi-Strategy Alternative ETF position peaked at $3.38M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.