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TrueWealth Advisors’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

TrueWealth Advisors’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 		$240K Buy
9,720
+139
+1% +$3.39K 0.05% 221
2026
Q2 		$230K Buy
+9,581
New +$235K 0.05% 224

Other funds holding LALT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TrueWealth Advisors's LALT Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Multi-Strategy Alternative ETF (LALT) stake by 1.5% in Q3 2026, buying an estimated $3.39K and bringing the position to 9,720 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #221.

TrueWealth Advisors first reported a position in LALT in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

  • TrueWealth Advisors held 9,720 shares of First Trust Multi-Strategy Alternative ETF worth $240K as of Q3 2026.
  • TrueWealth Advisors bought 139 First Trust Multi-Strategy Alternative ETF shares in Q3 2026, an estimated $3.39K.
  • First Trust Multi-Strategy Alternative ETF made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #221 holding.
  • TrueWealth Advisors first reported a position in First Trust Multi-Strategy Alternative ETF in Q2 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.