MWM
NTRL

Maripau Wealth Management’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Maripau 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
2023
Q3 		– Sell
-10,065
Closed -$201K – 108
2023
Q2 		$201K Sell
10,065
-20
-0.2% -$399 0.18% 95
2023
Q1 		$203K Sell
10,085
-106
-1% -$2.13K 0.21% 77
2022
Q4 		$204K Buy
+10,191
New +$206K 0.21% 77

Other funds holding NTRL

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
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 22.94% 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 $1.85B AUM 18.45% 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

Maripau Wealth Management's NTRL Position: Q3 2023 in Review

Maripau Wealth Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2023, closing a stake of 10,065 shares — an estimated $201K sold.

Maripau Wealth Management first reported a position in NTRL in Q4 2022 and held it in 3 quarters. The position peaked at $204K in Q4 2022. 54 funds tracked by Wall St. Rank hold NTRL as of Q3 2023.

  • Maripau Wealth Management reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 10,065 First Trust Equity Market Neutral ETF shares in Q3 2023, an estimated $201K.
  • Maripau Wealth Management first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 3 quarters.
  • Maripau Wealth Management's First Trust Equity Market Neutral ETF position peaked at $204K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2023.

Based on Maripau Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.