Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MULTI STRATEGY
-
Total 13F shares
-
749,767
-
Share change
-
-146,257
-
Total reported value
-
$15,919,456
-
Price per share
-
$21.23
-
Number of holders
-
13
-
Value change
-
-$3,101,005
-
Number of buys
-
8
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY (LALT) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
749,767 shares.
The largest 10 holders included
Holistic Financial Partners, CreativeOne Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Sanctuary Advisors, LLC, CITADEL ADVISORS LLC, ARBOR CAPITAL MANAGEMENT INC /ADV, Dynamic Advisor Solutions LLC, and OSAIC HOLDINGS, INC..
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 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.