Fidelity Investments
NTRL

Fidelity Investments’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-1
Closed -$20 – 5575
2023
Q4 		$20 Buy
+1
New +$20 ﹤0.01% 5214
2023
Q2 		– Sell
-1
Closed -$20 – 5515
2023
Q1 		$20 Buy
+1
New +$20 ﹤0.01% 5115

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments's NTRL Position: Q1 2024 in Review

Fidelity Investments sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2024, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in NTRL in Q1 2023 and held it in 2 quarters. The position peaked at $20 in Q4 2023. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2024.

  • Fidelity Investments reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 First Trust Equity Market Neutral ETF share in Q1 2024, an estimated $20.
  • Fidelity Investments first reported a position in First Trust Equity Market Neutral ETF in Q1 2023 and held it in 2 quarters.
  • Fidelity Investments's First Trust Equity Market Neutral ETF position peaked at $20 in Q4 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.