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 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

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VDC

Van Diest Capital Poly City, Iowa $112M AUM

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's LALT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Multi-Strategy Alternative ETF (LALT) position steady in Q1 2026 at 1,002 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Steward Partners Investment Advisory first reported a position in LALT in Q1 2023 and has held it in 13 quarters since. 25 funds tracked by Wall St. Rank hold LALT as of Q1 2026.

Steward Partners Investment Advisory held 1,002 shares of First Trust Multi-Strategy Alternative ETF worth $24.4K as of Q1 2026.
Steward Partners Investment Advisory left its First Trust Multi-Strategy Alternative ETF share count unchanged in Q1 2026.
First Trust Multi-Strategy Alternative ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3130 holding.
Steward Partners Investment Advisory first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2023 and has held it in 13 quarters since.
25 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.