World Equity Group
NTRL icon

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
Q3 		– Sell
-16,375
Closed -$338K – 332
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

World Equity Group's NTRL Position: Q3 2026 in Review

World Equity Group sold out of First Trust Equity Market Neutral ETF (NTRL) in Q3 2026, closing a stake of 16,375 shares — an estimated $338K sold.

World Equity Group first reported a position in NTRL in Q3 2025 and held it in 4 quarters. The position peaked at $338K in Q2 2026. 19 funds tracked by Wall St. Rank hold NTRL as of Q3 2026.

  • World Equity Group reported no remaining First Trust Equity Market Neutral ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 16,375 First Trust Equity Market Neutral ETF shares in Q3 2026, an estimated $338K.
  • World Equity Group first reported a position in First Trust Equity Market Neutral ETF in Q3 2025 and held it in 4 quarters.
  • World Equity Group's First Trust Equity Market Neutral ETF position peaked at $338K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.