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 Q2	$230K	Buy	+9,581	New	+$235K	0.05%	224

Other funds holding LALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TrueWealth Advisors's LALT Position: Q2 2026 in Review

TrueWealth Advisors opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 9,581 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

73 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

TrueWealth Advisors held 9,581 shares of First Trust Multi-Strategy Alternative ETF worth $230K as of Q2 2026.
First Trust Multi-Strategy Alternative ETF was a new TrueWealth Advisors position in Q2 2026.
First Trust Multi-Strategy Alternative ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #224 holding.
73 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.