Bank of Montreal
NTRL

Bank of Montreal’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-15,129
Closed -$304K – 3785
2024
Q3 		$304K Buy
+15,129
New +$301K ﹤0.01% 2762

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Bank of Montreal's NTRL Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust Equity Market Neutral ETF (NTRL) in Q4 2024, closing a stake of 15,129 shares — an estimated $304K sold.

Bank of Montreal first reported a position in NTRL in Q3 2024 and held it in 1 quarter. The position peaked at $304K in Q3 2024. 31 funds tracked by Wall St. Rank hold NTRL as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust Equity Market Neutral ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 15,129 First Trust Equity Market Neutral ETF shares in Q4 2024, an estimated $304K.
  • Bank of Montreal first reported a position in First Trust Equity Market Neutral ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's First Trust Equity Market Neutral ETF position peaked at $304K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.