AAS
NTRL

Avantax Advisory Services’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$204K Buy
+9,966
New +$201K ﹤0.01% 2192
2024
Q4 		– Sell
-10,613
Closed -$210K – 2238
2024
Q3 		$210K Buy
+10,613
New +$211K ﹤0.01% 1979
2024
Q2 		– Sell
-10,998
Closed -$218K – 2109
2024
Q1 		$218K Sell
10,998
-1,238
-10% -$24.5K ﹤0.01% 1497
2023
Q4 		$247K Buy
+12,236
New +$246K ﹤0.01% 1346

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CAS
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AssetMark Inc
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First Trust Advisors
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FFC
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BWM
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SWA
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Envestnet Asset Management
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FWP
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