Holistic Financial Partners
Position in LALT — First Trust Multi-Strategy Alternative ETF
CIK 1729304
INDIANAPOLIS, IN
All Filings in LALT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LALT | $8,609,462 | 354,226 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 LALT | $7,465,229 | 327,566 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 LALT | $5,974,899 | 262,172 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 LALT | $5,482,948 | 258,325 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 LALT | $3,720,445 | 175,286 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 LALT | $2,349,249 | 111,869 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 LALT | $1,808,583 | 86,123 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 LALT | $1,783,064 | 86,180 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 LALT | $1,524,938 | 73,569 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||