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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
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

HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneAscent Financial Services's LALT Position: Q2 2025 in Review

OneAscent Financial Services sold out of First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2025, closing a stake of 159,156 shares — an estimated $3.38M sold.

OneAscent Financial Services first reported a position in LALT in Q1 2025 and held it in 1 quarter. The position peaked at $3.38M in Q1 2025. 14 funds tracked by Wall St. Rank hold LALT as of Q2 2025.

  • OneAscent Financial Services reported no remaining First Trust Multi-Strategy Alternative ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 159,156 First Trust Multi-Strategy Alternative ETF shares in Q2 2025, an estimated $3.38M.
  • OneAscent Financial Services first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2025 and held it in 1 quarter.
  • OneAscent Financial Services's First Trust Multi-Strategy Alternative ETF position peaked at $3.38M in Q1 2025.
  • 14 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.