MML Investors Services
NTRL

MML Investors Services’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

MML Investors Services’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
2024
Q1 		– Sell
-9,984
Closed -$201K – 2535
2023
Q4 		$201K Sell
9,984
-833
-8% -$16.8K ﹤0.01% 2317
2023
Q3 		$218K Sell
10,817
-12,892
-54% -$260K ﹤0.01% 2106
2023
Q2 		$474K Buy
23,709
+4,526
+24% +$90.2K ﹤0.01% 1666
2023
Q1 		$386K Sell
19,183
-3,572
-16% -$71.6K ﹤0.01% 1539
2022
Q4 		$459K Sell
22,755
-15,583
-41% -$315K ﹤0.01% 1553
2022
Q3 		$770K Buy
+38,338
New +$770K 0.01% 1194

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services's NTRL Position: Q1 2024 in Review

MML Investors Services sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2024, closing a stake of 9,984 shares — an estimated $201K sold.

MML Investors Services first reported a position in NTRL in Q3 2022 and held it in 6 quarters. The position peaked at $770K in Q3 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2024.

  • MML Investors Services reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 9,984 First Trust Equity Market Neutral ETF shares in Q1 2024, an estimated $201K.
  • MML Investors Services first reported a position in First Trust Equity Market Neutral ETF in Q3 2022 and held it in 6 quarters.
  • MML Investors Services's First Trust Equity Market Neutral ETF position peaked at $770K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.