Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MULTI STRATEGY
-
Total 13F shares
-
896,024
-
Share change
-
+355,274
-
Total reported value
-
$19,014,307
-
Price per share
-
$21.23
-
Number of holders
-
15
-
Value change
-
+$7,537,699
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
896,024 shares.
The largest 10 holders included
Holistic Financial Partners, OneAscent Financial Services LLC, CreativeOne Wealth, LLC, Atria Investments, Inc, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Sanctuary Advisors, LLC, CITADEL ADVISORS LLC, and ARBOR CAPITAL MANAGEMENT INC /ADV.
This page lists
16
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.