GFPC
NTRL

Global Financial Private Client’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Global Financial Private Client’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
-120
Closed -$2.42K – 695
2022
Q4 		$2.42K Buy
+120
New +$2.43K ﹤0.01% 542

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $16.2B AUM 29.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Global Financial Private Client's NTRL Position: Q1 2023 in Review

Global Financial Private Client sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2023, closing a stake of 120 shares — an estimated $2.42K sold.

Global Financial Private Client first reported a position in NTRL in Q4 2022 and held it in 1 quarter. The position peaked at $2.42K in Q4 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2023.

  • Global Financial Private Client reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2023 after selling out during the quarter.
  • Global Financial Private Client sold 120 First Trust Equity Market Neutral ETF shares in Q1 2023, an estimated $2.42K.
  • Global Financial Private Client first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 1 quarter.
  • Global Financial Private Client's First Trust Equity Market Neutral ETF position peaked at $2.42K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2023.

Based on Global Financial Private Client's 13F filing for Q1 2023, filed 16 May 2024.