Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / MULTI STRATEGY
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Number of holders
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14
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Total 13F shares, excl. options
-
972,144
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Shares change
-
+174,002
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Total reported value, excl. options
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$22,070,196
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Value change
-
+$3,990,829
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Number of buys
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8
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Number of sells
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5
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Price
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$22.79
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q3 2025
As of 30 Sep 2025 FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 972,144 shares of stock of the company.
Largest 10 holders included Holistic Financial Partners, ROYAL BANK OF CANADA, CreativeOne Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Sanctuary Advisors, LLC, ARBOR CAPITAL MANAGEMENT INC /ADV, Dynamic Advisor Solutions LLC, and Farther Finance Advisors, LLC.
This table shows 14 institutional shareholders of the security as of 30 Sep 2025.
| 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.