Lido Advisors
NTRL

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

Lido 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
Q3 		– Sell
-19,134
Closed -$383K – 1270
2023
Q2 		$383K Buy
+19,134
New +$382K ﹤0.01% 828

Other funds holding NTRL

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KA
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OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Lido Advisors's NTRL Position: Q3 2023 in Review

Lido Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2023, closing a stake of 19,134 shares — an estimated $383K sold.

Lido Advisors first reported a position in NTRL in Q2 2023 and held it in 1 quarter. The position peaked at $383K in Q2 2023. 54 funds tracked by Wall St. Rank hold NTRL as of Q3 2023.

  • Lido Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 19,134 First Trust Equity Market Neutral ETF shares in Q3 2023, an estimated $383K.
  • Lido Advisors first reported a position in First Trust Equity Market Neutral ETF in Q2 2023 and held it in 1 quarter.
  • Lido Advisors's First Trust Equity Market Neutral ETF position peaked at $383K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.