MSWM
NTRL

Mowery & Schoenfeld Wealth Management’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-151
Closed -$2.95K – 255
2024
Q2 		$2.95K Buy
+151
New +$2.96K ﹤0.01% 185

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NTRL Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2024, closing a stake of 151 shares — an estimated $2.95K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NTRL in Q2 2024 and held it in 1 quarter. The position peaked at $2.95K in Q2 2024. 39 funds tracked by Wall St. Rank hold NTRL as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 151 First Trust Equity Market Neutral ETF shares in Q3 2024, an estimated $2.95K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Equity Market Neutral ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Equity Market Neutral ETF position peaked at $2.95K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.