FFA
NTRL

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

First Foundation 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
2023
Q2 		– Sell
-12,792
Closed -$257K – 430
2023
Q1 		$257K Buy
+12,792
New +$257K 0.01% 320

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

First Foundation Advisors's NTRL Position: Q2 2023 in Review

First Foundation Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2023, closing a stake of 12,792 shares — an estimated $257K sold.

First Foundation Advisors first reported a position in NTRL in Q1 2023 and held it in 1 quarter. The position peaked at $257K in Q1 2023. 54 funds tracked by Wall St. Rank hold NTRL as of Q2 2023.

  • First Foundation Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2023 after selling out during the quarter.
  • First Foundation Advisors sold 12,792 First Trust Equity Market Neutral ETF shares in Q2 2023, an estimated $257K.
  • First Foundation Advisors first reported a position in First Trust Equity Market Neutral ETF in Q1 2023 and held it in 1 quarter.
  • First Foundation Advisors's First Trust Equity Market Neutral ETF position peaked at $257K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.