LALT Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (LALT)

73 + Investors. Track Smart Money conviction in LALT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LALT

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added LALT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

73 hedge funds hold LALT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +462% more funds vs a year ago

fund count last 6Q

+60 new funds entered over the past year (+462% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 93% buying

64 buying5 selling

Last quarter: 64 funds were net buyers (48 opened a brand new position + 16 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter

Funds opening a new LALT position: 2 → 6 → 7 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 79% entered in last year

■ 10% conviction (2yr+) ■ 11% medium ■ 79% new

Only 7 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +548%, value +521%

Value

+520%

+548%

Last quarter: funds added +548% more shares while total portfolio value only changed +521%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

1 → 2 → 6 → 7 → 48 new funds/Q

New funds entering each quarter: 2 → 6 → 7 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 78% of holders entered in last year

■ 12% veterans ■ 10% 1-2yr ■ 78% new

Of 73 current holders: 57 (78%) entered in the past year, only 9 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

5 of 73 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in LALT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	73	25	192.0%
13F Shares	11M	2M	548.03%
Total Value	$248M	$40M	520.52%
New Positions	48	7	+41
Increased Positions	16	11	+5
Closed Positions	0	1	-1
Reduced Positions	5	4	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

192.0%

13F Shares

11M

548.03%

Total Value

$248M

$40M

520.52%

New Positions

+41

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LALT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LALT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tidemark, LLC	3.41%	630,529	$15.2M
2	Holistic Financial Partners	1.57%	107,034	$2.6M
3	Van Diest Capital, LLC	1.31%	60,748	$1.5M
4	Evolution Wealth Management INC.	1.25%	88,219	$2.1M
5	Midwest Financial Group LLC	0.88%	103,963	$2.5M
6	Hobart Private Capital, LLC	0.77%	186,939	$4.5M
7	Signature Equity Partners, LLC	0.66%	59,732	$1.4M
8	Omnitrust Wealth Management, Inc	0.45%	15,791	$379K
9	Arbor Capital Management Inc /Adv	0.45%	18,844	$454K
10	Gateway Wealth Partners, LLC	0.31%	213,678	$5.1M
11	New England Private Wealth Advisors LLC	0.29%	123,254	$3.0M
12	Benjamin Edwards Inc	0.12%	546,672	$13.1M
13	Proactive Wealth Strategies LLC	0.11%	27,940	$671K
14	CreativeOne Wealth, LLC	0.09%	179,571	$4.3M
15	Marks Group Wealth Management, Inc	0.06%	29,989	$721K
16	TrueWealth Advisors, LLC	0.05%	9,581	$230K
17	Orion Porfolio Solutions, LLC	0.04%	231,185	$5.6M
18	Brookwood Investment Group LLC	0.04%	14,326	$344K
19	IFP Advisors, Inc	0.04%	87,134	$2.1M
20	OneAscent Financial Services LLC	0.02%	21,310	$512K
21	Assetmark, Inc	0.02%	561,551	$13.5M
22	Farther Finance Advisors, LLC	0.02%	118,050	$2.8M
23	Silver Oak Securities, Incorporated	0.02%	15,059	$362K
24	Cetera Investment Advisers	0.02%	883,878	$21.2M
25	Atria Investments, Inc	0.02%	70,993	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchng Traded Fd VI (LALT)

What does the Smart Money Trend signal show for LALT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LALT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LALT?

More buyers than sellers — 93% buying: Last quarter: 64 funds were net buyers (48 opened a brand new position + 16 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LALT holders?

Elite ownership — 47% AUM from top-100 funds: 5 of 73 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in LALT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LALT?

Mostly new holders — 79% entered in last year: Only 7 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchng Traded Fd VI (LALT)

Smart Money Signals — LALT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +462% more funds vs a year ago

More buyers than sellers — 93% buying

More new buyers each quarter (+41 vs last Q)

Mostly new holders — 79% entered in last year

Buying through price weakness — shares +548%, value +521%

Acceleration phase — new buyers rushing in

Early stage — 78% of holders entered in last year

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — LALT

Hedge Fund Ownership: LALT

Market Analysis: LALT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LALT

Hedge Fund Positioning: LALT

Statistics: LALT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (LALT)

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