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 Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 1,115,955 | $35,543,167 | 6.28% |
| PAX Financial Group, LLC | 286,379 | $9,121,171 | 2.08% |
| Paradiem, LLC | 163,734 | $5,214,928 | 1.57% |
| Legacy Wealth Asset Management, LLC | 131,343 | $4,183,267 | 1.54% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 347,934 | $11,081,690 | 1.29% |
| Inspire Investing, LLC | 276,849 | $8,817,628 | 1.13% |
| Range Financial Group LLC | 42,674 | $1,359,167 | 0.90% |
| OneAscent Financial Services LLC | 96,634 | $3,092 | 0.80% |
| Keel Point, LLC | 158,126 | $5,036,328 | 0.69% |
| Frontier Asset Management, LLC | 44,451 | $1,415,770 | 0.64% |