SPC
NTRL

Sigma Planning Corp’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-53,383
Closed -$1.07M – 1301
2023
Q1 		$1.07M Buy
+53,383
New +$1.07M 0.04% 482

Other funds holding NTRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Sigma Planning Corp's NTRL Position: Q2 2023 in Review

Sigma Planning Corp sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2023, closing a stake of 53,383 shares — an estimated $1.07M sold.

Sigma Planning Corp first reported a position in NTRL in Q1 2023 and held it in 1 quarter. The position peaked at $1.07M in Q1 2023. 54 funds tracked by Wall St. Rank hold NTRL as of Q2 2023.

  • Sigma Planning Corp reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 53,383 First Trust Equity Market Neutral ETF shares in Q2 2023, an estimated $1.07M.
  • Sigma Planning Corp first reported a position in First Trust Equity Market Neutral ETF in Q1 2023 and held it in 1 quarter.
  • Sigma Planning Corp's First Trust Equity Market Neutral ETF position peaked at $1.07M in Q1 2023.
  • 54 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.