LALT Institutional Ownership
First Trust Multi-Strategy Alternative ETF
1W: -0.1%
1M: +0.9%
3M: +2.9%
YTD: +8.3%
1Y: +10.1%
3Y: +30.0%
$24.72
-0.03 (-0.12%)
Weekly Expected Move ±0.7%
$24
$25
$25
$25
$25
Overview
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Holdings
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Institutional Ownership — LALT
74
Institutional Holders
+47 vs prior quarter
0.0%
Ownership
+0.00pp
250M
Total Invested
48
New Positions
16
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,046,864 | 51M | +1,934,119 | +1715.5% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,009,723 | 50M | +2,000,821 | +22476.1% | 2Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 883,878 | 22M | +798,377 | +933.8% | 10Q | SEC ↗ |
| 4 | Tidemark, LLC NEW | 630,529 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 5 | ASSETMARK, INC NEW | 561,551 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 6 | BENJAMIN EDWARDS INC NEW | 546,672 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 463,459 | 11M | +155,145 | +50.3% | 4Q | SEC ↗ |
| 8 | Bank of New York Mellon Corp NEW | 291,220 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Orion Porfolio Solutions, LLC NEW | 231,185 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 230,576 | 6M | +9,792 | +4.4% | 10Q | SEC ↗ |
| 11 | Gateway Wealth Partners, LLC NEW | 213,678 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC NEW | 208,732 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 200,747 | 5M | +132,217 | +192.9% | 14Q | SEC ↗ |
| 14 | Hobart Private Capital, LLC NEW | 186,939 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CreativeOne Wealth, LLC | 179,571 | 4M | +5,421 | +3.1% | 11Q | SEC ↗ |
| 16 | New England Private Wealth Advisors LL NEW | 123,254 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC | 118,050 | 3M | +41,889 | +55.0% | 4Q | SEC ↗ |
| 18 | PARK AVENUE SECURITIES LLC NEW | 115,163 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Holistic Financial Partners | 107,034 | 3M | -247,192 | -69.8% | 10Q | SEC ↗ |
| 20 | Midwest Financial Group LLC NEW | 103,963 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Sanctuary Advisors, LLC | 102,068 | 3M | +56,806 | +125.5% | 8Q | SEC ↗ |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. NEW | 88,219 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | IFP Advisors, Inc NEW | 87,134 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Atria Investments, Inc NEW | 70,993 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Van Diest Capital, LLC | 60,748 | 2M | +777 | +1.3% | 3Q | SEC ↗ |
| 26 | Signature Equity Partners, LLC | 59,732 | 1M | +58,995 | +8004.7% | 3Q | SEC ↗ |
| 27 | Envestnet Portfolio Solutions, Inc. NEW | 58,400 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | HARBOUR INVESTMENTS, INC. | 51,666 | 1M | +51,206 | +11131.7% | 6Q | SEC ↗ |
| 29 | Advisory Services Network, LLC NEW | 45,140 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | OneDigital Investment Advisors LLC | 44,360 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 31 | AE Wealth Management LLC NEW | 42,291 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC NEW | 38,521 | 952K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Marks Group Wealth Management, Inc NEW | 29,989 | 741K | — | +0.0% | 1Q | SEC ↗ |
| 34 | World Investment Advisors NEW | 28,521 | 705K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC NEW | 28,266 | 699K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Proactive Wealth Strategies LLC | 27,940 | 691K | +12,393 | +79.7% | 2Q | SEC ↗ |
| 37 | Arkadios Wealth Advisors NEW | 26,156 | 647K | — | +0.0% | 1Q | SEC ↗ |
| 38 | OneAscent Financial Services LLC NEW | 21,310 | 527K | — | +0.0% | 1Q | SEC ↗ |
| 39 | &PARTNERS NEW | 18,904 | 467K | — | +0.0% | 1Q | SEC ↗ |
| 40 | ARBOR CAPITAL MANAGEMENT INC /ADV | 18,844 | 466K | -2,841 | -13.1% | 8Q | SEC ↗ |
| 41 | GeoWealth Management, LLC NEW | 17,818 | 440K | — | +0.0% | 1Q | SEC ↗ |
| 42 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 16,975 | 420K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Vestmark Advisory Solutions, Inc. NEW | 16,975 | 420K | — | +0.0% | 1Q | SEC ↗ |
| 44 | McAdam, LLC NEW | 15,070 | 373K | — | +0.0% | 1Q | SEC ↗ |
| 45 | SILVER OAK SECURITIES, INCORPORATED NEW | 15,059 | 372K | — | +0.0% | 1Q | SEC ↗ |
| 46 | TUCKER ASSET MANAGEMENT LLC NEW | 14,908 | 369K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Brookwood Investment Group LLC | 14,326 | 354K | +1,628 | +12.8% | 2Q | SEC ↗ |
| 48 | PRINCIPAL SECURITIES, INC. NEW | 12,875 | 318K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 12,142 | 300K | -1,501 | -11.0% | 5Q | SEC ↗ |
| 50 | Coppell Advisory Solutions LLC NEW | 12,042 | 298K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Tidemark, LLC | 630,529 | 16M |
| ASSETMARK, INC | 561,551 | 14M |
| BENJAMIN EDWARDS INC | 546,672 | 14M |
| Bank of New York Mellon Corp | 291,220 | 7M |
| Orion Porfolio Solutions, LLC | 231,185 | 6M |
| Gateway Wealth Partners, LLC | 213,678 | 5M |
| Janney Montgomery Scott LLC | 208,732 | 5M |
| Hobart Private Capital, LLC | 186,939 | 5M |
| New England Private Wealth Advisors | 123,254 | 3M |
| PARK AVENUE SECURITIES LLC | 115,163 | 3M |
| Midwest Financial Group LLC | 103,963 | 3M |
| EVOLUTION WEALTH MANAGEMENT INC. | 88,219 | 2M |
| IFP Advisors, Inc | 87,134 | 2M |
| Atria Investments, Inc | 70,993 | 2M |
| Envestnet Portfolio Solutions, Inc. | 58,400 | 1M |
| Advisory Services Network, LLC | 45,140 | 1M |
| AE Wealth Management LLC | 42,291 | 1M |
| NewEdge Advisors, LLC | 38,521 | 952K |
| Marks Group Wealth Management, Inc | 29,989 | 741K |
| World Investment Advisors | 28,521 | 705K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 18,795 | 465K |
| WELLINGTON-ALTUS USA INC. | 2,200 | 54K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +2,000,821 | +22476.1% | 2,009,723 |
| ENVESTNET ASSET MANAGEMENT INC | +1,934,119 | +1715.5% | 2,046,864 |
| Cetera Investment Advisers | +798,377 | +933.8% | 883,878 |
| ROYAL BANK OF CANADA | +155,145 | +50.3% | 463,459 |
| OSAIC HOLDINGS, INC. | +132,217 | +192.9% | 200,747 |
| Signature Equity Partners, LLC | +58,995 | +8004.7% | 59,732 |
| Sanctuary Advisors, LLC | +56,806 | +125.5% | 102,068 |
| HARBOUR INVESTMENTS, INC. | +51,206 | +11131.7% | 51,666 |
| Farther Finance Advisors, LLC | +41,889 | +55.0% | 118,050 |
| Proactive Wealth Strategies LLC | +12,393 | +79.7% | 27,940 |
| COMMONWEALTH EQUITY SERVICES, LLC | +9,792 | +4.4% | 230,576 |
| CreativeOne Wealth, LLC | +5,421 | +3.1% | 179,571 |
| Brookwood Investment Group LLC | +1,628 | +12.8% | 14,326 |
| Kestra Advisory Services, LLC | +978 | +11.6% | 9,433 |
| Van Diest Capital, LLC | +777 | +1.3% | 60,748 |
| N.E.W. Advisory Services LLC | +498 | +131.4% | 877 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Holistic Financial Partners | -247,192 | -69.8% | 107,034 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | -2,841 | -13.1% | 18,844 |
| Dynamic Advisor Solutions LLC | -1,501 | -11.0% | 12,142 |
| MORGAN STANLEY | -392 | -95.6% | 18 |
| Steward Partners Investment Advisor | -3 | -0.3% | 999 |