NFG
NTRL

Nations Financial Group’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-35,750
Closed -$720K – 639
2023
Q3 		$720K Sell
35,750
-33,685
-49% -$678K 0.07% 284
2023
Q2 		$1.39M Buy
69,435
+11,986
+21% +$239K 0.14% 179
2023
Q1 		$1.16M Buy
57,449
+11,037
+24% +$221K 0.12% 200
2022
Q4 		$936K Buy
+46,412
New +$938K 0.11% 230

Other funds holding NTRL

KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Nations Financial Group's NTRL Position: Q4 2023 in Review

Nations Financial Group sold out of First Trust Equity Market Neutral ETF (NTRL) in Q4 2023, closing a stake of 35,750 shares — an estimated $720K sold.

Nations Financial Group first reported a position in NTRL in Q4 2022 and held it in 4 quarters. The position peaked at $1.39M in Q2 2023. 58 funds tracked by Wall St. Rank hold NTRL as of Q4 2023.

  • Nations Financial Group reported no remaining First Trust Equity Market Neutral ETF position as of Q4 2023 after selling out during the quarter.
  • Nations Financial Group sold 35,750 First Trust Equity Market Neutral ETF shares in Q4 2023, an estimated $720K.
  • Nations Financial Group first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 4 quarters.
  • Nations Financial Group's First Trust Equity Market Neutral ETF position peaked at $1.39M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.