NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 8 filers reported holding NORTHERN LTS FD TR IV in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,139,000 | +14.9% | 37,457 | +4.9% | 0.01% | 0.0% |
| Q3 2019 | $991,000 | +3.3% | 35,716 | +4.9% | 0.01% | 0.0% |
| Q2 2019 | $959,000 | +7.5% | 34,037 | +5.8% | 0.01% | 0.0% |
| Q1 2019 | $892,000 | +35.2% | 32,184 | +18.2% | 0.01% | +16.7% |
| Q4 2018 | $660,000 | -13.4% | 27,230 | +1.0% | 0.01% | 0.0% |
| Q3 2018 | $762,000 | +30.0% | 26,956 | +30.6% | 0.01% | +20.0% |
| Q2 2018 | $586,000 | 0.0% | 20,646 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $586,000 | +218.5% | 20,646 | +218.4% | 0.01% | +150.0% |
| Q4 2017 | $184,000 | +89.7% | 6,485 | +81.7% | 0.00% | +100.0% |
| Q3 2017 | $97,000 | +56.5% | 3,570 | +48.8% | 0.00% | 0.0% |
| Q2 2017 | $62,000 | – | 2,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 550,908 | $15,646,000 | 15.94% |
| AlphaStar Capital Management, LLC | 65,763 | $1,868,000 | 0.71% |
| M Holdings Securities, Inc. | 61,314 | $1,741,000 | 0.53% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 24,267 | $689,000 | 0.44% |
| Keel Point, LLC | 60,543 | $1,719,000 | 0.24% |
| Kovack Advisors, Inc. | 8,153 | $232,000 | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,646 | $586,000 | 0.01% |
| IFP Advisors, Inc | 3,840 | $109,000 | 0.01% |
| Stratos Wealth Partners, LTD. | 3,555 | $101,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 9,762 | $277,000 | 0.00% |