Carson Wealth (CWM LLC)
NTRL

Carson Wealth (CWM LLC)’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.18K Buy
+57
New +$1.18K ﹤0.01% 5374
2023
Q4 		– Sell
-15
Closed – – 4362
2023
Q3 		$0 Sell
15
-107
-88% -$2.15K ﹤0.01% 4378
2023
Q2 		$2K Sell
122
-139
-53% -$2.77K ﹤0.01% 3817
2023
Q1 		$5K Buy
261
+122
+88% +$2.45K ﹤0.01% 3304
2022
Q4 		$3K Buy
+139
New +$2.81K ﹤0.01% 3431

Other funds holding NTRL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NTRL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in First Trust Equity Market Neutral ETF (NTRL) in Q1 2026: 57 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #5374 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NTRL as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in NTRL in Q4 2022 and has held it in 5 quarters since. The position peaked at $5K in Q1 2023. 36 funds tracked by Wall St. Rank hold NTRL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 57 shares of First Trust Equity Market Neutral ETF worth $1.18K as of Q1 2026.
  • First Trust Equity Market Neutral ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Equity Market Neutral ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5374 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Equity Market Neutral ETF position peaked at $5K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.