Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MULTI STRATEGY
-
Number of holders
-
13
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Total 13F shares, excl. options
-
749,767
-
Shares change
-
-146,257
-
Total reported value, excl. options
-
$15,919,456
-
Value change
-
-$3,101,009
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Number of buys
-
8
-
Number of sells
-
-5
-
Price
-
$21.23
Significant Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q2 2025
16 filings reported holding LALT - FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 749,767 shares
.
Largest 10 shareholders include Holistic Financial Partners (258,325 shares), CreativeOne Wealth, LLC (156,374 shares), COMMONWEALTH EQUITY SERVICES, LLC (122,058 shares), ENVESTNET ASSET MANAGEMENT INC (87,322 shares), Cetera Investment Advisers (74,041 shares), CITADEL ADVISORS LLC (18,330 shares), ARBOR CAPITAL MANAGEMENT INC /ADV (14,387 shares), Dynamic Advisor Solutions LLC (13,934 shares), OSAIC HOLDINGS, INC. (2,133 shares), and UBS Group AG (1,400 shares).
This table shows the top 13 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.