CASC
NTRL

Coppell Advisory Solutions Corp’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-1,679
Closed -$33.9K – 709
2022
Q4 		$33.9K Buy
+1,679
New +$33.9K 0.01% 417

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CCMG
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AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Coppell Advisory Solutions Corp's NTRL Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2023, closing a stake of 1,679 shares — an estimated $33.9K sold.

Coppell Advisory Solutions Corp first reported a position in NTRL in Q4 2022 and held it in 1 quarter. The position peaked at $33.9K in Q4 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,679 First Trust Equity Market Neutral ETF shares in Q1 2023, an estimated $33.9K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Equity Market Neutral ETF position peaked at $33.9K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.