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NTRL

First Trust Equity Market Neutral ETF
NTRL

40 hedge funds and large institutions have $28M invested in First Trust Equity Market Neutral ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

21% more funds holding

Funds holding: 33 → 40 (+7)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

8% more capital invested

Capital invested by funds: $25.9M → $28M (+$2.17M)

2.71% more ownership

Funds ownership: 74.95% → 77.65% (+2.7%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$864K
2
CFAM
Center For Asset Management
Florida
+$735K
3
LPL Financial
LPL Financial
California
+$702K
4
Morgan Stanley
Morgan Stanley
New York
+$572K
5
First Trust Advisors
First Trust Advisors
Illinois
+$343K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$832K
2
OL
Owen LaRue
Kentucky
-$334K
3
HFP
Holistic Financial Partners
Indiana
-$284K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$271K
5
Osaic Holdings
Osaic Holdings
Arizona
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$66.8K +$66.4K +3,236 New
HI
27
Harbour Investments
Wisconsin
$65K -$656 -32 -1%
PTC
28
Private Trust Company
Ohio
$47.6K +$5.35K +261 +13%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$30.9K -$55.1K -2,686 -64%
CA
30
CoreCap Advisors
Michigan
$26.4K +$1.87K +91 +8%
AAP
31
Arax Advisory Partners
Colorado
$9.7K +$9.64K +470 New
MCA
32
McGuire Capital Advisors
Oklahoma
$3.96K +$3.94K +192 New
TAM
33
Tucker Asset Management
Colorado
$3.49K +$3.47K +169 New
GRP
34
Global Retirement Partners
California
$2.66K +$2.65K +129 New
UBS Group
35
UBS Group
Switzerland
$2.23K -$8.45K -412 -79%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2K -$2.34K -114 -56%
Bank of America
37
Bank of America
North Carolina
$1.96K +$1.95K +95 New
FFA
38
Farther Finance Advisors
California
$1.38K – – –
SIS
39
Sound Income Strategies
Florida
$910 – – –
LFG
40
Larson Financial Group
Missouri
$165 +$164 +8 New
Citadel Advisors
41
Citadel Advisors
Florida
– -$832K -40,999 Closed
HFP
42
Holistic Financial Partners
Indiana
– -$284K -14,002 Closed
1
2

NTRL Hedge Fund Activity: Q4 2025 in Review

40 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q4 2025, worth a combined $28M — up 8.4% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NTRL positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $864K. The largest seller was Citadel Advisors, exiting entirely with an estimated $832K sold.

  • 40 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $28M of First Trust Equity Market Neutral ETF stock for Q4 2025, up 8.4% quarter-over-quarter.
  • 9 funds opened new First Trust Equity Market Neutral ETF positions in Q4 2025 and 2 closed out, a net change of +7 holders.
  • The largest First Trust Equity Market Neutral ETF buyer in Q4 2025 was AssetMark Inc, an estimated $864K added.
  • The largest First Trust Equity Market Neutral ETF seller in Q4 2025 was Citadel Advisors, an estimated $832K sold.

Based on aggregated 13F filings for Q4 2025.