NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 36 filers reported holding NORTHERN LTS FD TR IV in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 Investing, LLC | 383,630 | $11,667,000 | 4.18% |
| Faithward Advisors, LLC | 476,981 | $14,506,000 | 3.41% |
| CreativeOne Wealth, LLC | 261,782 | $7,961,000 | 1.34% |
| OneAscent Financial Services LLC | 78,431 | $2,385,000 | 1.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 85,043 | $2,593,000 | 1.16% |
| M Holdings Securities, Inc. | 90,193 | $2,743,000 | 0.80% |
| AlphaStar Capital Management, LLC | 89,831 | $2,732,000 | 0.59% |
| Strategic Blueprint, LLC | 25,430 | $773,000 | 0.53% |
| Sowell Financial Services LLC | 81,328 | $2,473,000 | 0.19% |
| Keel Point, LLC | 54,588 | $1,660,000 | 0.18% |