UBS Group
NTRL

UBS Group’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

UBS 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
2026
Q2 		$23.3K Buy
1,130
+711
+170% +$14.8K ﹤0.01% 8070
2026
Q1 		$8.67K Buy
419
+311
+288% +$6.44K ﹤0.01% 8491
2025
Q4 		$2.23K Sell
108
-412
-79% -$8.45K ﹤0.01% 9349
2025
Q3 		$10.6K Sell
520
-445
-46% -$9.19K ﹤0.01% 8532
2025
Q2 		$19.7K Buy
+965
New +$19.4K ﹤0.01% 8456
2025
Q1 		– Sell
-4,698
Closed -$93.4K – 10520
2024
Q4 		$93.4K Buy
+4,698
New +$93K ﹤0.01% 6915
2024
Q2 		– Sell
-141
Closed -$2.79K – 9868
2024
Q1 		$2.79K Sell
141
-1,278
-90% -$25.3K ﹤0.01% 7828
2023
Q4 		$28.6K Buy
+1,419
New +$28.6K ﹤0.01% 6872
2023
Q3 		– Sell
-87
Closed -$1.74K – 9762
2023
Q2 		$1.74K Sell
87
-159
-65% -$3.17K ﹤0.01% 7862
2023
Q1 		$4.95K Buy
+246
New +$4.93K ﹤0.01% 8113
2022
Q2 		– Sell
-200
Closed -$4K – 10669
2022
Q1 		$4K Sell
200
-1,938
-91% -$38.3K ﹤0.01% 9300
2021
Q4 		$42K Buy
2,138
+204
+11% +$4K ﹤0.01% 7071
2021
Q3 		$38K Buy
1,934
+80
+4% +$1.57K ﹤0.01% 6555
2021
Q2 		$36K Sell
1,854
-433
-19% -$8.57K ﹤0.01% 6744
2021
Q1 		$45K Buy
2,287
+1,148
+101% +$22.4K ﹤0.01% 6662
2020
Q4 		$22K Buy
1,139
+440
+63% +$8.6K ﹤0.01% 6875
2020
Q3 		$14K Buy
+699
New +$13.6K ﹤0.01% 6587

Other funds holding NTRL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.62B AUM 38.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

UBS Group's NTRL Position: Q2 2026 in Review

UBS Group increased its First Trust Equity Market Neutral ETF (NTRL) stake by 170% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,130 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8070.

UBS Group first reported a position in NTRL in Q3 2020 and has held it in 17 quarters since. The position peaked at $93.4K in Q4 2024. 25 funds tracked by Wall St. Rank hold NTRL as of Q2 2026.

  • UBS Group held 1,130 shares of First Trust Equity Market Neutral ETF worth $23.3K as of Q2 2026.
  • UBS Group bought 711 First Trust Equity Market Neutral ETF shares in Q2 2026, an estimated $14.8K.
  • First Trust Equity Market Neutral ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8070 holding.
  • UBS Group first reported a position in First Trust Equity Market Neutral ETF in Q3 2020 and has held it in 17 quarters since.
  • UBS Group's First Trust Equity Market Neutral ETF position peaked at $93.4K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.