WIA
NTRL

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

World Investment Advisors’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
2025
Q2 		– Sell
-13,632
Closed -$272K – 1178
2025
Q1 		$272K Buy
+13,632
New +$271K 0.01% 902

Other funds holding NTRL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

World Investment Advisors's NTRL Position: Q2 2025 in Review

World Investment Advisors sold out of First Trust Equity Market Neutral ETF (NTRL) in Q2 2025, closing a stake of 13,632 shares — an estimated $272K sold.

World Investment Advisors first reported a position in NTRL in Q1 2025 and held it in 1 quarter. The position peaked at $272K in Q1 2025. 33 funds tracked by Wall St. Rank hold NTRL as of Q2 2025.

  • World Investment Advisors reported no remaining First Trust Equity Market Neutral ETF position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 13,632 First Trust Equity Market Neutral ETF shares in Q2 2025, an estimated $272K.
  • World Investment Advisors first reported a position in First Trust Equity Market Neutral ETF in Q1 2025 and held it in 1 quarter.
  • World Investment Advisors's First Trust Equity Market Neutral ETF position peaked at $272K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Equity Market Neutral ETF as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.