LRWM
NTRL

Lord & Richards Wealth Management’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-445
Closed -$8.89K – 120
2025
Q1 		$8.89K Buy
+445
New +$8.86K 0.01% 121

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 $58.2B AUM 22.78% 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 $473M AUM 19.65% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Lord & Richards Wealth Management's NTRL Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2025, closing a stake of 445 shares — an estimated $8.89K sold.

Lord & Richards Wealth Management first reported a position in NTRL in Q1 2025 and held it in 1 quarter. The position peaked at $8.89K in Q1 2025. 33 funds tracked by Wall St. Rank hold NTRL as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 445 First Trust Equity Market Neutral ETF shares in Q2 2025, an estimated $8.89K.
  • Lord & Richards Wealth Management first reported a position in First Trust Equity Market Neutral ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Equity Market Neutral ETF position peaked at $8.89K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.