LWAC
NTRL

Laurel Wealth Advisors (California)’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$718K Buy
+35,578
New +$719K 0.07% 284

Other funds holding NTRL

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
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 $261M AUM 32.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NTRL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in First Trust Equity Market Neutral ETF (NTRL) in Q4 2022: 35,578 shares worth $718K. The stake represents 0.07% of the portfolio and ranks #284 among its holdings.

45 funds tracked by Wall St. Rank hold NTRL as of Q4 2022.

  • Laurel Wealth Advisors (California) held 35,578 shares of First Trust Equity Market Neutral ETF worth $718K as of Q4 2022.
  • First Trust Equity Market Neutral ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • First Trust Equity Market Neutral ETF made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #284 holding.
  • 45 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.