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

Valeo Financial 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	$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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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.