OBWG
NTRL

Onyx Bridge Wealth Group’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Onyx Bridge Wealth 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
Q1 		– Sell
-38,435
Closed -$775K – 200
2022
Q4 		$775K Buy
+38,435
New +$777K 0.32% 46

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Onyx Bridge Wealth Group's NTRL Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2023, closing a stake of 38,435 shares — an estimated $775K sold.

Onyx Bridge Wealth Group first reported a position in NTRL in Q4 2022 and held it in 1 quarter. The position peaked at $775K in Q4 2022. 58 funds tracked by Wall St. Rank hold NTRL as of Q1 2023.

  • Onyx Bridge Wealth Group reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 38,435 First Trust Equity Market Neutral ETF shares in Q1 2023, an estimated $775K.
  • Onyx Bridge Wealth Group first reported a position in First Trust Equity Market Neutral ETF in Q4 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's First Trust Equity Market Neutral ETF position peaked at $775K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.