SWM
NTRL

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

Spire 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
2026
Q1 		– Sell
-15,006
Closed -$310K – 2350
2025
Q4 		$310K Buy
+15,006
New +$308K 0.01% 669

Other funds holding NTRL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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 $1.62B AUM 38.77% 1-Year Est. Return

Spire Wealth Management's NTRL Position: Q1 2026 in Review

Spire Wealth Management sold out of First Trust Equity Market Neutral ETF (NTRL) in Q1 2026, closing a stake of 15,006 shares — an estimated $310K sold.

Spire Wealth Management first reported a position in NTRL in Q4 2025 and held it in 1 quarter. The position peaked at $310K in Q4 2025. 36 funds tracked by Wall St. Rank hold NTRL as of Q1 2026.

  • Spire Wealth Management reported no remaining First Trust Equity Market Neutral ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 15,006 First Trust Equity Market Neutral ETF shares in Q1 2026, an estimated $310K.
  • Spire Wealth Management first reported a position in First Trust Equity Market Neutral ETF in Q4 2025 and held it in 1 quarter.
  • Spire Wealth Management's First Trust Equity Market Neutral ETF position peaked at $310K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.