IA
NTRL

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

IFP 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
2025
Q1 		– Sell
-2,727
Closed -$54.2K – 4517
2024
Q4 		$54.2K Hold
2,727
– – ﹤0.01% 1789
2024
Q3 		$54K Buy
2,727
+23
+0.9% +$458 ﹤0.01% 1696
2024
Q2 		$53K Buy
2,704
+8
+0.3% +$157 ﹤0.01% 1651
2024
Q1 		$53.4K Buy
2,696
+20
+0.7% +$397 ﹤0.01% 1562
2023
Q4 		$53.9K Sell
2,676
-512
-16% -$10.3K ﹤0.01% 1517
2023
Q3 		$64.2K Sell
3,188
-8,930
-74% -$180K ﹤0.01% 1455
2023
Q2 		$242K Sell
12,118
-7,303
-38% -$146K 0.01% 927
2023
Q1 		$389K Sell
19,421
-54,852
-74% -$1.1M 0.02% 686
2022
Q4 		$1.51M Buy
74,273
+15,763
+27% +$319K 0.04% 460
2022
Q3 		$1.19M Buy
58,510
+25,180
+76% +$506K 0.03% 583
2022
Q2 		$671K Hold
33,330
– – 0.02% 713
2022
Q1 		$671K Buy
+33,330
New +$659K 0.02% 713

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

IFP Advisors's NTRL Position: Q1 2025 in Review

IFP Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2025, closing a stake of 2,727 shares — an estimated $54.2K sold.

IFP Advisors first reported a position in NTRL in Q1 2022 and held it in 12 quarters. The position peaked at $1.51M in Q4 2022. 30 funds tracked by Wall St. Rank hold NTRL as of Q1 2025.

  • IFP Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 2,727 First Trust Equity Market Neutral ETF shares in Q1 2025, an estimated $54.2K.
  • IFP Advisors first reported a position in First Trust Equity Market Neutral ETF in Q1 2022 and held it in 12 quarters.
  • IFP Advisors's First Trust Equity Market Neutral ETF position peaked at $1.51M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.