ENVESTNET ASSET MANAGEMENT INC LALT FIRST TR EXCHNG TRADED FD VI

Ownership history in ENVESTNET ASSET MANAGEMENT INC  ·  9 quarters on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported FIRST TR EXCHNG TRADED FD VI (LALT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows LALT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LALT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT INC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LALT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ENVESTNET ASSET MANAGEMENT INC held LALT — position size vs. price
% of Fund (quarterly)    LALT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 112,745 +90,355 +403.6% 0.00% $2.7M 2026-05-04 $24.74
2025 Q4 REDUCED 73.1% +8.9% 22,390 -60,960 -73.1% 0.00% $510K 2026-02-10 $23.40
2025 Q3 REDUCED 83,350 -3,972 -4.5% 0.00% $1.9M 2025-11-05 $22.08
2025 Q2 ADDED 87,322 +625 +0.7% 0.00% $1.9M 2025-08-01 $20.73
2025 Q1 REDUCED 86,697 -406 -0.5% 0.00% $1.8M 2025-04-29 $20.13
2024 Q4 REDUCED 5.6% +1.3% 87,103 -5,144 -5.6% 0.00% $1.8M 2025-02-13 $20.73
2024 Q3 ADDED 92,247 +29,766 +47.6% 0.00% $1.9M 2024-11-07 $19.96
2024 Q2 ADDED 62,481 +4,786 +8.3% 0.00% $1.3M 2024-08-08 $19.54
2024 Q1 INITIATED 57,695 0.00% $1.2M 2024-05-13 $19.23

FAQ About ENVESTNET ASSET MANAGEMENT INC and LALT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENVESTNET ASSET MANAGEMENT INC reported owning LALT?

ENVESTNET ASSET MANAGEMENT INC reported LALT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LALT position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LALT was 0.00% in 2026 Q1.

What is the latest reported LALT position on this page?

The most recent filing on this page is 2026 Q1, when ENVESTNET ASSET MANAGEMENT INC reported 112,745 shares, equal to 0.00% of portfolio, with an estimated market value of $2.7M.

What does the chart on this LALT ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly LALT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ENVESTNET ASSET MANAGEMENT INC time their LALT position?

Based on 13F filing dates vs. subsequent LALT price moves, ENVESTNET ASSET MANAGEMENT INC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on LALT relative to SPY over the holding period was -4.6%.

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