Holistic Financial Partners
Position in NTRL — First Trust Merger Arbitrage ETF
CIK 1729304
INDIANAPOLIS, IN
All Filings in NTRL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 NTRL | $284,240 | 14,002 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 NTRL | $300,807 | 14,713 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 NTRL | $736,293 | 36,870 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 NTRL | $940,622 | 47,315 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 NTRL | $1,053,500 | 53,234 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 NTRL | $1,022,147 | 52,177 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 NTRL | $1,115,908 | 56,359 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 NTRL | $1,123,915 | 55,747 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 NTRL | $1,111,667 | 55,197 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 NTRL | $882,380 | 44,119 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 NTRL | $807,958 | 40,157 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 NTRL | $649,760 | 32,211 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 NTRL | $652,181 | 32,463 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 NTRL | $657,193 | 33,108 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||