We are live on ! Find out more
NTRL

First Trust Equity Market Neutral ETF

36 hedge funds and large institutions have $26.2M invested in First Trust Equity Market Neutral ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

7% less capital invested

Capital invested by funds: $28M → $26.2M (-$1.88M)

10% less funds holding

Funds holding: 4036 (-4)

11.13% less ownership

Funds ownership: 77.65%66.52% (-11%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.9M +$784K +37,897 +13%
Citadel Advisors
2
Citadel Advisors
Florida
$3.11M +$3.11M +150,322 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.93M +$2.71M +130,684 +1,181%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.23M +$1.74M +84,247 +359%
BWM
5
BCGM Wealth Management
Indiana
$1.55M +$127K +6,147 +9%
FWP
6
FAS Wealth Partners
Kansas
$1.38M +$542K +26,200 +65%
FFC
7
Frederick Financial Consultants
Maryland
$1.28M -$11.7K -564 -0.9%
RA
8
RFG Advisory
Alabama
$1.08M +$463K +22,378 +75%
SWA
9
Stratos Wealth Advisors
Ohio
$882K -$30.1K -1,453 -3%
CHAM
10
Clear Harbor Asset Management
Connecticut
$854K
OL
11
Owen LaRue
Kentucky
$749K -$3.55M -171,539 -83%
AWM
12
AE Wealth Management
Kansas
$499K +$389K +18,801 +355%
Jane Street
13
Jane Street
New York
$388K +$388K +18,760 New
AssetMark Inc
14
AssetMark Inc
California
$353K -$1.85M -89,252 -84%
WS
15
Wedbush Securities
California
$335K
WEG
16
World Equity Group
Illinois
$327K +$18.9K +915 +6%
VCM
17
Vivaldi Capital Management
Illinois
$285K -$28.9K -1,397 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$225K -$675K -32,588 -75%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$213K -$310K -14,975 -59%
Morgan Stanley
20
Morgan Stanley
New York
$197K -$382K -18,472 -66%
Osaic Holdings
21
Osaic Holdings
Arizona
$136K +$21 +1 +0%
CCWM
22
Cassaday & Co Wealth Management
Virginia
$78.2K +$78.2K +3,777 New
HI
23
Harbour Investments
Wisconsin
$62K -$3.19K -154 -5%
PTC
24
Private Trust Company
Ohio
$47.7K
GSEP
25
Golden State Equity Partners
California
$25.5K +$25.5K +1,234 New

NTRL Hedge Fund Activity: Q1 2026 in Review

36 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in First Trust Equity Market Neutral ETF (NTRL) for Q1 2026, worth a combined $26.2M — down 6.7% from $28M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NTRL and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.11M. The largest seller was Owen LaRue, cutting an estimated $3.55M.

  • 36 institutional investors held First Trust Equity Market Neutral ETF (NTRL) as of Q1 2026, down from 40 in Q4 2025.
  • Funds reported $26.2M of First Trust Equity Market Neutral ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 7 funds opened new First Trust Equity Market Neutral ETF positions in Q1 2026 and 8 closed out, a net change of -1 holder.
  • The largest First Trust Equity Market Neutral ETF buyer in Q1 2026 was Citadel Advisors, an estimated $3.11M added.
  • The largest First Trust Equity Market Neutral ETF seller in Q1 2026 was Owen LaRue, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2026.