First Trust Multi-Strategy Alternative ETF
LALT
12 hedge funds and large institutions have $7.88M invested in First Trust Multi-Strategy Alternative ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more capital invested
Capital invested by funds: $7.13M → $7.88M (+$753K)
9% more funds holding
Funds holding: 11 → 12 (+1)
19.4% less ownership
Funds ownership: 114.66% → 95.26% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$778K |
| 2 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
+$260K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$243K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$223K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$94.1K |
| 2 |
AssetMark Inc
Concord,
California
|
-$8.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFP
1
Holistic Financial Partners
Indianapolis,
Indiana
| $1.78M | +$260K | +12,611 | +17% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.44M | +$778K | +37,753 | +118% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.3M | +$223K | +10,833 | +21% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.29M | +$98.6K | +4,786 | +8% |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $676K | +$30.2K | +1,466 | +5% |
|
|
VCM
6
Virtue Capital Management
Brentwood,
Tennessee
| $496K | +$126K | +6,108 | +34% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $441K | +$160K | +7,773 | +57% |
|
|
8
Citadel Advisors
Miami,
Florida
| $244K | +$243K | +11,797 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $189K | -$94.1K | -4,568 | -33% |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $20.7K | – | – | – |
|
|
CS
11
Clear Street
New York
| $352 | +$350 | +17 | New |
|
12
UBS Group
Zurich,
Switzerland
| $41 | +$41 | +2 | New |
|
|
13
AssetMark Inc
Concord,
California
| – | -$8.93K | -431 | Closed |
|
LALT Hedge Fund Activity: Q2 2024 in Review
12 of the 6,926 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Strategy Alternative ETF (LALT) for Q2 2024, worth a combined $7.88M — up 11% from $7.13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LALT positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $778K. The largest seller was Osaic Holdings, cutting an estimated $94.1K.
- 12 institutional investors held First Trust Multi-Strategy Alternative ETF (LALT) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $7.88M of First Trust Multi-Strategy Alternative ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 3 funds opened new First Trust Multi-Strategy Alternative ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest First Trust Multi-Strategy Alternative ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $778K added.
- The largest First Trust Multi-Strategy Alternative ETF seller in Q2 2024 was Osaic Holdings, an estimated $94.1K sold.
Based on aggregated 13F filings for Q2 2024.