CWA
NTRL

Clarus Wealth Advisors’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Clarus Wealth Advisors’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
Q1 		– Sell
-11,703
Closed -$233K – 124
2024
Q4 		$233K Sell
11,703
-316
-3% -$6.25K 0.12% 110
2024
Q3 		$239K Sell
12,019
-202
-2% -$4.03K 0.12% 113
2024
Q2 		$241K Buy
12,221
+1,356
+12% +$26.6K 0.13% 111
2024
Q1 		$215K Buy
+10,865
New +$215K 0.12% 114

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Clarus Wealth Advisors's NTRL Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2025, closing a stake of 11,703 shares — an estimated $233K sold.

Clarus Wealth Advisors first reported a position in NTRL in Q1 2024 and held it in 4 quarters. The position peaked at $241K in Q2 2024. 30 funds tracked by Wall St. Rank hold NTRL as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,703 First Trust Equity Market Neutral ETF shares in Q1 2025, an estimated $233K.
  • Clarus Wealth Advisors first reported a position in First Trust Equity Market Neutral ETF in Q1 2024 and held it in 4 quarters.
  • Clarus Wealth Advisors's First Trust Equity Market Neutral ETF position peaked at $241K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.