FIA
NTRL

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

Foundations Investment 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
Q1 		– Sell
-74,803
Closed -$1.51M – 530
2022
Q4 		$1.51M Buy
+74,803
New +$1.51M 0.06% 159

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Foundations Investment Advisors's NTRL Position: Q1 2023 in Review

Foundations Investment Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2023, closing a stake of 74,803 shares — an estimated $1.51M sold.

Foundations Investment Advisors first reported a position in NTRL in Q4 2022 and held it in 1 quarter. The position peaked at $1.51M in Q4 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2023.

  • Foundations Investment Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 74,803 First Trust Equity Market Neutral ETF shares in Q1 2023, an estimated $1.51M.
  • Foundations Investment Advisors first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Equity Market Neutral ETF position peaked at $1.51M in Q4 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2023.

Based on Foundations Investment Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.