WAU
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Wellington-Altus USA’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Wellington-Altus USA’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 		– Sell
-2,200
Closed -$52.9K – 690
2026
Q1 		$52.9K Buy
+2,200
New +$52.8K 0.03% 329

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
AssetMark Inc
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wellington-Altus USA's LALT Position: Q2 2026 in Review

Wellington-Altus USA sold out of First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026, closing a stake of 2,200 shares — an estimated $52.9K sold.

Wellington-Altus USA first reported a position in LALT in Q1 2026 and held it in 1 quarter. The position peaked at $52.9K in Q1 2026. 72 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • Wellington-Altus USA reported no remaining First Trust Multi-Strategy Alternative ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 2,200 First Trust Multi-Strategy Alternative ETF shares in Q2 2026, an estimated $52.9K.
  • Wellington-Altus USA first reported a position in First Trust Multi-Strategy Alternative ETF in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's First Trust Multi-Strategy Alternative ETF position peaked at $52.9K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.