Global Retirement Partners’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Global Retirement Partners’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
2025 Q4	$2.66K	Buy	+129	New	+$2.65K	﹤0.01%	3642
2024 Q2	–	Sell	-63	Closed	-$1.25K	–	3604
2024 Q1	$1.25K	Hold	63	–	–	﹤0.01%	2908
2023 Q4	$1.26K	Buy	63 +34	+117%	+$685	﹤0.01%	2830
2023 Q3	$584	Buy	29 +10	+53%	+$201	﹤0.01%	2916
2023 Q2	$380	Hold	19	–	–	﹤0.01%	3006
2023 Q1	$380	Buy	+19	New	+$381	﹤0.01%	2984

Other funds holding NTRL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Global Retirement Partners's NTRL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in First Trust Equity Market Neutral ETF (NTRL) in Q4 2025: 129 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #3642 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NTRL as recently as Q1 2024.

Global Retirement Partners first reported a position in NTRL in Q1 2023 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold NTRL as of Q4 2025.

Global Retirement Partners held 129 shares of First Trust Equity Market Neutral ETF worth $2.66K as of Q4 2025.
First Trust Equity Market Neutral ETF was a new Global Retirement Partners position in Q4 2025.
First Trust Equity Market Neutral ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3642 holding.
Global Retirement Partners first reported a position in First Trust Equity Market Neutral ETF in Q1 2023 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.