Caldwell Sutter Capital
NTRL icon

Caldwell Sutter Capital’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Caldwell Sutter Capital’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
2026
Q3 		$8.96K Hold
440
– – ﹤0.01% 626
2026
Q2 		$9.08K Buy
+440
New +$9.17K ﹤0.01% 623

Other funds holding NTRL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caldwell Sutter Capital's NTRL Position: Q3 2026 in Review

Caldwell Sutter Capital held its First Trust Equity Market Neutral ETF (NTRL) position steady in Q3 2026 at 440 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Caldwell Sutter Capital first reported a position in NTRL in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.08K in Q2 2026. 15 funds tracked by Wall St. Rank hold NTRL as of Q3 2026.

  • Caldwell Sutter Capital held 440 shares of First Trust Equity Market Neutral ETF worth $8.96K as of Q3 2026.
  • Caldwell Sutter Capital left its First Trust Equity Market Neutral ETF share count unchanged in Q3 2026.
  • First Trust Equity Market Neutral ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #626 holding.
  • Caldwell Sutter Capital first reported a position in First Trust Equity Market Neutral ETF in Q2 2026 and has held it in 2 quarters since.
  • Caldwell Sutter Capital's First Trust Equity Market Neutral ETF position peaked at $9.08K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.