Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MULTI STRATEGY
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
896,024
-
Shares change
-
+355,274
-
Total reported value, excl. options
-
$19,014,307
-
Value change
-
+$7,537,699
-
Number of buys
-
10
-
Number of sells
-
-2
-
Price
-
$21.23
Significant Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q1 2025
15 filings reported holding LALT - FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY as of Q1 2025.
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 896,024 shares
.
Largest 10 shareholders include Holistic Financial Partners (175,286 shares), OneAscent Financial Services LLC (159,156 shares), CreativeOne Wealth, LLC (155,656 shares), Atria Investments, Inc (108,961 shares), COMMONWEALTH EQUITY SERVICES, LLC (100,192 shares), ENVESTNET ASSET MANAGEMENT INC (86,697 shares), Cetera Investment Advisers (75,602 shares), CITADEL ADVISORS LLC (14,216 shares), ARBOR CAPITAL MANAGEMENT INC /ADV (13,910 shares), and OSAIC HOLDINGS, INC. (2,854 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.