CIBC Private Wealth Group
NTRL

CIBC Private Wealth Group’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

CIBC Private Wealth Group’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
Q4 		$30.9K Sell
1,499
-2,686
-64% -$55.1K ﹤0.01% 1990
2025
Q3 		$85K Buy
+4,185
New +$86.4K ﹤0.01% 1575

Other funds holding NTRL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

CIBC Private Wealth Group's NTRL Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its First Trust Equity Market Neutral ETF (NTRL) stake by 64% in Q4 2025, selling an estimated $55.1K and leaving 1,499 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

CIBC Private Wealth Group first reported a position in NTRL in Q3 2025 and has held it in 2 quarters since. The position peaked at $85K in Q3 2025. 40 funds tracked by Wall St. Rank hold NTRL as of Q4 2025.

  • CIBC Private Wealth Group held 1,499 shares of First Trust Equity Market Neutral ETF worth $30.9K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,686 First Trust Equity Market Neutral ETF shares in Q4 2025, an estimated $55.1K.
  • First Trust Equity Market Neutral ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1990 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Equity Market Neutral ETF in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's First Trust Equity Market Neutral ETF position peaked at $85K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.