AW
NTRL

Atlas Wealth’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Atlas Wealth’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
2024
Q1 		– Sell
-44,521
Closed -$897K – 83
2023
Q4 		$897K Hold
44,521
– – 0.49% 33
2023
Q3 		$897K Sell
44,521
-27,200
-38% -$548K 0.17% 80
2023
Q2 		$1.44M Sell
71,721
-20,484
-22% -$408K 0.26% 62
2023
Q1 		$1.86M Sell
92,205
-18,757
-17% -$376K 0.36% 57
2022
Q4 		$2.24M Buy
+110,962
New +$2.24M 0.6% 36

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $234M AUM 25.37% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atlas Wealth's NTRL Position: Q1 2024 in Review

Atlas Wealth sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2024, closing a stake of 44,521 shares — an estimated $897K sold.

Atlas Wealth first reported a position in NTRL in Q4 2022 and held it in 5 quarters. The position peaked at $2.24M in Q4 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2024.

  • Atlas Wealth reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2024 after selling out during the quarter.
  • Atlas Wealth sold 44,521 First Trust Equity Market Neutral ETF shares in Q1 2024, an estimated $897K.
  • Atlas Wealth first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 5 quarters.
  • Atlas Wealth's First Trust Equity Market Neutral ETF position peaked at $2.24M in Q4 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2024.

Based on Atlas Wealth's 13F filing for Q1 2024, filed 10 May 2024.