WIC
NTRL

Woodmont Investment Counsel’s First Trust Equity Market Neutral ETF NTRL Stock Holding History

Woodmont Investment Counsel’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
2024
Q3 		– Sell
-14,903
Closed -$259K – 263
2024
Q2 		$259K Buy
+14,903
New +$293K 0.02% 228

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Woodmont Investment Counsel's NTRL Position: Q3 2024 in Review

Woodmont Investment Counsel sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2024, closing a stake of 14,903 shares — an estimated $259K sold.

Woodmont Investment Counsel first reported a position in NTRL in Q2 2024 and held it in 1 quarter. The position peaked at $259K in Q2 2024. 39 funds tracked by Wall St. Rank hold NTRL as of Q3 2024.

  • Woodmont Investment Counsel reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 14,903 First Trust Equity Market Neutral ETF shares in Q3 2024, an estimated $259K.
  • Woodmont Investment Counsel first reported a position in First Trust Equity Market Neutral ETF in Q2 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's First Trust Equity Market Neutral ETF position peaked at $259K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2024.

Based on Woodmont Investment Counsel's 13F filing for Q3 2024, filed 31 Oct 2024.