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First Trust Multi-Strategy Alternative ETF

25 hedge funds and large institutions have $39.9M invested in First Trust Multi-Strategy Alternative ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

34% more capital invested

Capital invested by funds: $29.7M → $39.9M (+$10.2M)

32% more funds holding

Funds holding: 1925 (+6)

5.66% less ownership

Funds ownership: 89.82%84.15% (-5.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1
Holistic Financial Partners
Indiana
$8.61M +$640K +26,660 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.49M +$2.69M +111,900 +57%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.37M +$133K +5,544 +3%
CW
4
CreativeOne Wealth
Kansas
$4.23M +$81.9K +3,413 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.74M +$2.17M +90,355 +404%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.08M +$238K +9,928 +13%
FFA
7
Farther Finance Advisors
California
$1.86M +$836K +34,837 +84%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.67M +$774K +32,271 +89%
VDC
9
Van Diest Capital
Iowa
$1.46M -$33.6K -1,402 -2%
SA
10
Sanctuary Advisors
Indiana
$1.1M -$103K -4,300 -9%
OIA
11
OneDigital Investment Advisors
Kansas
$1.08M -$63.5K -2,645 -6%
ACMA
12
Arbor Capital Management (Alaska)
Alaska
$531K -$4.03K -168 -0.8%
PWS
13
Proactive Wealth Strategies
Georgia
$378K +$373K +15,547 New
DAS
14
Dynamic Advisor Solutions
Arizona
$332K +$13.3K +553 +4%
BIG
15
Brookwood Investment Group
Arizona
$309K +$305K +12,698 New
LPL Financial
16
LPL Financial
California
$216K +$214K +8,902 New
KAS
17
Kestra Advisory Services
Texas
$206K +$132K +5,499 +186%
CCWM
18
Cassaday & Co Wealth Management
Virginia
$150K +$148K +6,160 New
SPIA
19
Steward Partners Investment Advisory
New York
$24.4K
SEP
20
Signature Equity Partners
Ohio
$17.9K
IAIM
21
International Assets Investment Management
Florida
$16.4K +$16.2K +673 New
HI
22
Harbour Investments
Wisconsin
$11.2K
Morgan Stanley
23
Morgan Stanley
New York
$9.96K +$9.81K +409 +40,900%
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$9.2K +$9.1K +379 New
US Bancorp
25
US Bancorp
Minnesota
$5.03K +$4.97K +207 New