NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 18 filers reported holding NORTHERN LTS FD TR IV in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,761,000 | -57.1% | 119,358 | -60.4% | 0.02% | -60.0% |
| Q3 2019 | $8,771,000 | +0.9% | 301,512 | -0.1% | 0.06% | -4.8% |
| Q2 2019 | $8,693,000 | +22.2% | 301,833 | +17.5% | 0.06% | +16.7% |
| Q1 2019 | $7,112,000 | +117.2% | 256,772 | +90.7% | 0.05% | +86.2% |
| Q4 2018 | $3,274,000 | -5.0% | 134,677 | +13.6% | 0.03% | 0.0% |
| Q3 2018 | $3,448,000 | +967.5% | 118,506 | +912.9% | 0.03% | +866.7% |
| Q2 2018 | $323,000 | 0.0% | 11,700 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $323,000 | +487.3% | 11,700 | +485.0% | 0.00% | +200.0% |
| Q4 2017 | $55,000 | +5.8% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $52,000 | – | 2,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |