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NTRL

First Trust Equity Market Neutral ETF

33 hedge funds and large institutions have $26.9M invested in First Trust Equity Market Neutral ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more funds holding

Funds holding: 3033 (+3)

1% less capital invested

Capital invested by funds: $27.2M → $26.9M (-$324K)

8.17% less ownership

Funds ownership: 87.99%79.81% (-8.2%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
1
Owen LaRue
Kentucky
$4.75M -$131K -6,498 -3%
LPL Financial
2
LPL Financial
California
$4.55M -$35.1K -1,746 -0.8%
CAS
3
Coppell Advisory Solutions
Texas
$2.25M +$593K +29,464 +36%
AssetMark Inc
4
AssetMark Inc
California
$1.9M +$256K +12,741 +16%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.52M -$118K -5,885 -7%
FFC
6
Frederick Financial Consultants
Maryland
$1.39M -$66K -3,278 -5%
BWM
7
BCGM Wealth Management
Indiana
$1.29M +$23.9K +1,190 +2%
SWA
8
Stratos Wealth Advisors
Ohio
$1.01M -$16.7K -831 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$961K -$103K -5,100 -10%
FWP
10
FAS Wealth Partners
Kansas
$955K +$6.04K +300 +0.6%
SW
11
Simplicity Wealth
New Jersey
$939K +$483K +24,026 +110%
CHAM
12
Clear Harbor Asset Management
Connecticut
$875K +$1.61K +80 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$736K +$387K +19,220 +115%
CW
14
CreativeOne Wealth
Kansas
$634K -$289K -14,387 -32%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$389K -$1.33K -66 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$371K +$59.3K +2,948 +19%
WS
17
Wedbush Securities
California
$353K
VCM
18
Vivaldi Capital Management
Illinois
$348K -$24.9K -1,240 -7%
RA
19
RFG Advisory
Alabama
$327K +$322K +16,014 New
HFP
20
Holistic Financial Partners
Indiana
$301K -$446K -22,157 -60%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$267K -$12.9K -641 -5%
GM
22
GeoWealth Management
Illinois
$230K -$1.19K -59 -0.5%
TA
23
TFB Advisors
Kansas
$207K +$204K +10,114 New
AAS
24
Avantax Advisory Services
Texas
$204K +$201K +9,966 New
HI
25
Harbour Investments
Wisconsin
$68.2K +$2.84K +141 +4%

NTRL Hedge Fund Activity: Q2 2025 in Review

33 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q2 2025, worth a combined $26.9M — down 1.2% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NTRL positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Coppell Advisory Solutions, adding an estimated $593K. The largest seller was Virtue Capital Management, exiting entirely with an estimated $900K sold.

  • 33 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $26.9M of First Trust Equity Market Neutral ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 8 funds opened new First Trust Equity Market Neutral ETF positions in Q2 2025 and 5 closed out, a net change of +3 holders.
  • The largest First Trust Equity Market Neutral ETF buyer in Q2 2025 was Coppell Advisory Solutions, an estimated $593K added.
  • The largest First Trust Equity Market Neutral ETF seller in Q2 2025 was Virtue Capital Management, an estimated $900K sold.

Based on aggregated 13F filings for Q2 2025.