Who Owns LALT?
First Trust Multi-Strategy Alternative ETF — Institutional Ownership & 13F Holdings
$24.68
+0.04 (+0.15%)
Market Cap
$23.9M
Shares Outstanding
969,007
Institutional Holders
15
Total Inst. Value
$12.7M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
6
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Holistic Financial Partners | $3.7M | 175,286 |
| 2 | OneAscent Financial Services LLCNew | $3.4M | 159,156 |
| 3 | CreativeOne Wealth, LLC | $3.3M | 155,656 |
| 4 | Cetera Investment Advisers | $1.6M | 75,602 |
| 5 | CITADEL ADVISORS LLC | $302K | 14,216 |
| 6 | ARBOR CAPITAL MANAGEMENT INC /ADV | $294K | 13,910 |
| 7 | OSAIC HOLDINGS, INC. | $61K | 2,854 |
| 8 | JPMORGAN CHASE & CO | $40K | 1,922 |
| 9 | Steward Partners Investment Advisory, LLC | $21K | 1,002 |
| 10 | HARBOUR INVESTMENTS, INC.New | $10K | 460 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Holistic Financial Partners | +63K | $3.7M |
| OneAscent Financial Services LLCNew | +159K | $3.4M |
| CreativeOne Wealth, LLC | +35K | $3.3M |
| Cetera Investment Advisers | +270 | $1.6M |
| ARBOR CAPITAL MANAGEMENT INC /ADV | +454 | $294K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -33K | $302K |
| ENVESTNET ASSET MANAGEMENT INC | -406 | $2K |
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Frequently Asked Questions
How many institutional investors hold LALT?
As of Q1 2025, 15 institutional investors report holding LALT (First Trust Multi-Strategy Alternative ETF) in their 13F filings.
Which hedge fund owns the most LALT?
The largest institutional holder of LALT is Holistic Financial Partners with $3.7M in shares.
Are institutions buying or selling LALT?
This quarter, 4 institutions opened new positions in LALT and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.