First Trust Multi-Strategy Alternative ETF
LALT
5 hedge funds and large institutions have $1.57M invested in First Trust Multi-Strategy Alternative ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
17% more capital invested
Capital invested by funds: $1.34M → $1.57M (+$231K)
13.06% more ownership
Funds ownership: 66.74% → 79.8% (+13%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$428K |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$486K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $422K | +$428K | +21,429 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $398K | -$42.7K | -2,139 | -10% |
|
|
3
Citadel Advisors
Miami,
Florida
| $375K | -$486K | -24,343 | -56% |
|
|
VCM
4
Virtue Capital Management
Brentwood,
Tennessee
| $356K | +$362K | +18,110 | New |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $19.7K | – | – | – |
|
LALT Hedge Fund Activity: Q4 2023 in Review
5 of the 6,861 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Strategy Alternative ETF (LALT) for Q4 2023, worth a combined $1.57M — up 17% from $1.34M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LALT positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $428K. The largest seller was Citadel Advisors, cutting an estimated $486K.
- 5 institutional investors held First Trust Multi-Strategy Alternative ETF (LALT) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $1.57M of First Trust Multi-Strategy Alternative ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 2 funds opened new First Trust Multi-Strategy Alternative ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest First Trust Multi-Strategy Alternative ETF buyer in Q4 2023 was CreativeOne Wealth, an estimated $428K added.
- The largest First Trust Multi-Strategy Alternative ETF seller in Q4 2023 was Citadel Advisors, an estimated $486K sold.
Based on aggregated 13F filings for Q4 2023.