UBS Group
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UBS Group’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

UBS Group’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
Q3 		– Sell
-1,400
Closed -$29.7K – 10642
2025
Q2 		$29.7K Buy
1,400
+1,291
+1,184% +$27K ﹤0.01% 8166
2025
Q1 		$2.31K Buy
+109
New +$2.32K ﹤0.01% 9360
2024
Q3 		– Sell
-2
Closed -$41 – 9815
2024
Q2 		$41 Buy
+2
New +$41 ﹤0.01% 9251
2023
Q2 		– Sell
-76
Closed -$1.52K – 9305
2023
Q1 		$1.52K Buy
+76
New +$1.51K ﹤0.01% 8717

Other funds holding LALT

HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $424B AUM 22.96% 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
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's LALT Position: Q3 2025 in Review

UBS Group sold out of First Trust Multi-Strategy Alternative ETF (LALT) in Q3 2025, closing a stake of 1,400 shares — an estimated $29.7K sold.

UBS Group first reported a position in LALT in Q1 2023 and held it in 4 quarters. The position peaked at $29.7K in Q2 2025. 14 funds tracked by Wall St. Rank hold LALT as of Q3 2025.

  • UBS Group reported no remaining First Trust Multi-Strategy Alternative ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 1,400 First Trust Multi-Strategy Alternative ETF shares in Q3 2025, an estimated $29.7K.
  • UBS Group first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2023 and held it in 4 quarters.
  • UBS Group's First Trust Multi-Strategy Alternative ETF position peaked at $29.7K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.