Steward Partners Investment Advisory’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Steward Partners Investment Advisory’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	$24K	Sell	999 -3	-0.3%	-$74	﹤0.01%	3337
2026 Q1	$24.4K	Hold	1,002	–	–	﹤0.01%	3130
2025 Q4	$22.8K	Hold	1,002	–	–	﹤0.01%	3092
2025 Q3	$22.8K	Hold	1,002	–	–	﹤0.01%	3032
2025 Q2	$21.3K	Hold	1,002	–	–	﹤0.01%	2898
2025 Q1	$21.3K	Hold	1,002	–	–	﹤0.01%	2779
2024 Q4	$21K	Hold	1,002	–	–	﹤0.01%	2764
2024 Q3	$21K	Hold	1,002	–	–	﹤0.01%	2644
2024 Q2	$20.7K	Hold	1,002	–	–	﹤0.01%	2522
2024 Q1	$20.8K	Hold	1,002	–	–	﹤0.01%	2511
2023 Q4	$19.7K	Hold	1,002	–	–	﹤0.01%	2414
2023 Q3	$20.1K	Hold	1,002	–	–	﹤0.01%	2308
2023 Q2	$19.9K	Hold	1,002	–	–	﹤0.01%	2294
2023 Q1	$20K	Buy	+1,002	New	+$19.9K	﹤0.01%	2250

Other funds holding LALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's LALT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Multi-Strategy Alternative ETF (LALT) stake by 0.3% in Q2 2026, selling an estimated $74 and leaving 999 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Steward Partners Investment Advisory first reported a position in LALT in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.4K in Q1 2026. 72 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

Steward Partners Investment Advisory held 999 shares of First Trust Multi-Strategy Alternative ETF worth $24K as of Q2 2026.
Steward Partners Investment Advisory sold 3 First Trust Multi-Strategy Alternative ETF shares in Q2 2026, an estimated $74.
First Trust Multi-Strategy Alternative ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3337 holding.
Steward Partners Investment Advisory first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2023 and has held it in 14 quarters since.
Steward Partners Investment Advisory's First Trust Multi-Strategy Alternative ETF position peaked at $24.4K in Q1 2026.
72 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.