WEG
NTRL

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

World Equity 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 		$338K Buy
16,375
+602
+4% +$12.6K 0.08% 292
2026
Q1 		$327K Buy
15,773
+915
+6% +$18.9K 0.08% 274
2025
Q4 		$307K Buy
14,858
+181
+1% +$3.71K 0.09% 257
2025
Q3 		$298K Buy
+14,677
New +$303K 0.07% 274

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

World Equity Group's NTRL Position: Q2 2026 in Review

World Equity Group increased its First Trust Equity Market Neutral ETF (NTRL) stake by 3.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 16,375 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #292.

World Equity Group first reported a position in NTRL in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold NTRL as of Q2 2026.

  • World Equity Group held 16,375 shares of First Trust Equity Market Neutral ETF worth $338K as of Q2 2026.
  • World Equity Group bought 602 First Trust Equity Market Neutral ETF shares in Q2 2026, an estimated $12.6K.
  • First Trust Equity Market Neutral ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #292 holding.
  • World Equity Group first reported a position in First Trust Equity Market Neutral ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.