BAM
NTRL

Belpointe Asset Management’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-232
Closed -$4.67K – 2182
2023
Q1 		$4.67K Sell
232
-27
-10% -$542 ﹤0.01% 3038
2022
Q4 		$5.22K Buy
+259
New +$5.24K ﹤0.01% 2907

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Belpointe Asset Management's NTRL Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2023, closing a stake of 232 shares — an estimated $4.67K sold.

Belpointe Asset Management first reported a position in NTRL in Q4 2022 and held it in 2 quarters. The position peaked at $5.22K in Q4 2022. 54 funds tracked by Wall St. Rank hold NTRL as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 232 First Trust Equity Market Neutral ETF shares in Q2 2023, an estimated $4.67K.
  • Belpointe Asset Management first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Equity Market Neutral ETF position peaked at $5.22K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.