First Trust Equity Market NeNTRLETF
13F holders, Q1 2025 (March 31)30holders −1
8new positions
8sold out
1famous investor
$19.97avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding First Trust Equity Market Ne (NTRL) in their 13F filings, down 1 from Q4 2024. 8 opened new positions and 8 sold out. The largest holders were Owen LaRue, LLC ($4.8M), LPL Financial LLC ($4.5M) and Coppell Advisory Solutions LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Equity Market Ne
- CUSIP
- 33740J203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.1M |
| Exits | 8 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 609,161 shares bought and 162,500 shares sold, net +446,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Owen LaRue, LLC | 2.38% | Reduce -2.8% | 238,924 | $4.8M |
| LPL Financial LLC | 0.00% | Add +886.3% | 224,359 | $4.5M |
| Coppell Advisory Solutions LLC | 0.23% | Add +1148.5% | 81,002 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +75.7% | 80,341 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +131.2% | 80,078 | $1.6M |
| Frederick Financial Consultants, LLC | 1.03% | New | 71,475 | $1.4M |
| BCGM Wealth Management, LLC | 0.38% | Add +4.1% | 61,961 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.2% | 52,095 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -1.7% | 50,448 | $1.0M |
| FAS Wealth Partners, Inc. | 0.08% | Add +4.8% | 46,424 | $927K |
| CreativeOne Wealth, LLC | 0.03% | Add +28.2% | 45,375 | $906K |
| Virtue Capital Management, LLC | 0.11% | New | 45,070 | $900K |
| Clear Harbor Asset Management, LLC | 0.07% | Add +4.2% | 42,724 | $853K |
| Holistic Financial Partners | 0.35% | Reduce -22.1% | 36,870 | $736K |
| Wolverine Trading, LLC | 0.02% | New | 36,053 | $715K |
| Simplicity Wealth,LLC | 0.03% | New | 21,894 | $437K |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 19,094 | $381K |
| Citadel Advisors | 0.00% | Add +83.5% | 18,519 | $370K |
| Debussy Capital Management LP | 0.06% | Reduce -0.9% | 18,276 | $365K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.9% | 17,265 | $345K |
| Susquehanna International Group, LLP | 0.00% | New | 16,755 | $335K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.4% | 15,261 | $305K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 13,714 | $274K |
| World Investment Advisors | 0.01% | New | 13,632 | $272K |
| GeoWealth Management, LLC | 0.01% | Add +47.1% | 11,295 | $226K |
| Harbour Investments, Inc. | 0.00% | Reduce -66.8% | 3,196 | $64K |
| CoreCap Advisors, LLC | 0.00% | Add +102.7% | 1,121 | $22K |
| Lord & Richards Wealth Management, LLC | 0.01% | New | 445 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 67 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 44 | $879 |
"% of holder's portfolio" is NTRL's weight in each manager's 13F, not the share of First Trust Equity Market Ne the manager owns.