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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$227K Sell
9,192
-1,818
-17% -$44.3K ﹤0.01% 733
2026
Q2
$265K Buy
+11,010
New +$270K 0.01% 662

Other funds holding LALT

Valeo Financial Advisors's LALT Position: Q3 2026 in Review

Valeo Financial Advisors reduced its First Trust Multi-Strategy Alternative ETF (LALT) stake by 17% in Q3 2026, selling an estimated $44.3K and leaving 9,192 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Valeo Financial Advisors first reported a position in LALT in Q2 2026 and has held it in 2 quarters since. The position peaked at $265K in Q2 2026. 6 funds tracked by Wall St. Rank hold LALT as of Q3 2026.

  • Valeo Financial Advisors held 9,192 shares of First Trust Multi-Strategy Alternative ETF worth $227K as of Q3 2026.
  • Valeo Financial Advisors sold 1,818 First Trust Multi-Strategy Alternative ETF shares in Q3 2026, an estimated $44.3K.
  • First Trust Multi-Strategy Alternative ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #733 holding.
  • Valeo Financial Advisors first reported a position in First Trust Multi-Strategy Alternative ETF in Q2 2026 and has held it in 2 quarters since.
  • Valeo Financial Advisors's First Trust Multi-Strategy Alternative ETF position peaked at $265K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.