Raymond James Financial
NTRL

Raymond James Financial’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-544
Closed -$11.1K – 5988
2025
Q2 		$11.1K Buy
+544
New +$10.9K ﹤0.01% 5882

Other funds holding NTRL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial's NTRL Position: Q3 2025 in Review

Raymond James Financial sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2025, closing a stake of 544 shares — an estimated $11.1K sold.

Raymond James Financial first reported a position in NTRL in Q2 2025 and held it in 1 quarter. The position peaked at $11.1K in Q2 2025. 33 funds tracked by Wall St. Rank hold NTRL as of Q3 2025.

  • Raymond James Financial reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 544 First Trust Equity Market Neutral ETF shares in Q3 2025, an estimated $11.1K.
  • Raymond James Financial first reported a position in First Trust Equity Market Neutral ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's First Trust Equity Market Neutral ETF position peaked at $11.1K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.