Northwestern Mutual Wealth Management
NTRL

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

Northwestern Mutual 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
Q2 		– Sell
-737
Closed -$14.6K – 3682
2024
Q1 		$14.6K Buy
+737
New +$14.6K ﹤0.01% 2508

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 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
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Northwestern Mutual Wealth Management's NTRL Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2024, closing a stake of 737 shares — an estimated $14.6K sold.

Northwestern Mutual Wealth Management first reported a position in NTRL in Q1 2024 and held it in 1 quarter. The position peaked at $14.6K in Q1 2024. 42 funds tracked by Wall St. Rank hold NTRL as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 737 First Trust Equity Market Neutral ETF shares in Q2 2024, an estimated $14.6K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Equity Market Neutral ETF in Q1 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Equity Market Neutral ETF position peaked at $14.6K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.