AP
NTRL

Advisors Preferred’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Advisors Preferred’s Portfolio NTRL Stock Details NTRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,180
Closed -$427K – 269
2023
Q3 		$427K Buy
+21,180
New +$427K 0.14% 105

Other funds holding NTRL

KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advisors Preferred's NTRL Position: Q4 2023 in Review

Advisors Preferred sold out of First Trust Equity Market Neutral ETF (NTRL) in Q4 2023, closing a stake of 21,180 shares — an estimated $427K sold.

Advisors Preferred first reported a position in NTRL in Q3 2023 and held it in 1 quarter. The position peaked at $427K in Q3 2023. 58 funds tracked by Wall St. Rank hold NTRL as of Q4 2023.

  • Advisors Preferred reported no remaining First Trust Equity Market Neutral ETF position as of Q4 2023 after selling out during the quarter.
  • Advisors Preferred sold 21,180 First Trust Equity Market Neutral ETF shares in Q4 2023, an estimated $427K.
  • Advisors Preferred first reported a position in First Trust Equity Market Neutral ETF in Q3 2023 and held it in 1 quarter.
  • Advisors Preferred's First Trust Equity Market Neutral ETF position peaked at $427K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.