NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 14 filers reported holding NORTHERN LTS FD TR IV in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184,000 | -13.6% | 5,782 | -9.1% | 0.00% | – |
| Q2 2023 | $213,000 | -36.8% | 6,361 | -38.1% | 0.00% | – |
| Q1 2023 | $337,000 | +183.2% | 10,269 | +169.3% | 0.00% | – |
| Q4 2022 | $119,000 | -30.0% | 3,813 | -37.9% | 0.00% | – |
| Q3 2022 | $170,000 | -13.3% | 6,138 | -5.8% | 0.00% | – |
| Q2 2022 | $196,000 | +18.1% | 6,514 | +41.0% | 0.00% | – |
| Q1 2022 | $166,000 | -92.9% | 4,621 | -92.5% | 0.00% | -100.0% |
| Q4 2021 | $2,344,000 | +1790.3% | 61,822 | +1802.2% | 0.00% | – |
| Q3 2021 | $124,000 | +39.3% | 3,250 | +42.3% | 0.00% | – |
| Q2 2021 | $89,000 | -48.3% | 2,284 | -71.8% | 0.00% | – |
| Q1 2020 | $172,000 | -76.5% | 8,110 | -66.3% | 0.00% | – |
| Q4 2019 | $732,000 | +184.8% | 24,063 | +159.9% | 0.00% | – |
| Q3 2019 | $257,000 | +0.8% | 9,260 | +2.3% | 0.00% | – |
| Q2 2019 | $255,000 | +4150.0% | 9,052 | +4272.9% | 0.00% | – |
| Q3 2017 | $6,000 | – | 207 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 537,278 | $15,276,000 | 12.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 43,620 | $1,240,000 | 0.84% |
| AlphaStar Capital Management, LLC | 60,159 | $1,710,000 | 0.44% |
| M Holdings Securities, Inc. | 118,262 | $1,925,000 | 0.29% |
| Institute for Wealth Management, LLC. | 26,698 | $759,000 | 0.18% |
| Keel Point, LLC | 34,671 | $986,000 | 0.14% |
| Kovack Advisors, Inc. | 7,194 | $205,000 | 0.05% |
| IFP Advisors, Inc | 3,840 | $109,000 | 0.01% |
| JANE STREET GROUP, LLC | 34,774 | $989,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,485 | $184,000 | 0.00% |