NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 57 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,879 | +93393.8% | 9,981 | -1.9% | 0.07% | +25.5% |
| Q2 2023 | $340 | +8.6% | 10,177 | +6.7% | 0.06% | +7.8% |
| Q1 2023 | $313 | -9.5% | 9,541 | -13.9% | 0.05% | -21.5% |
| Q4 2022 | $346 | -99.9% | 11,084 | +11.1% | 0.06% | -5.8% |
| Q3 2022 | $317,879 | -12.2% | 9,981 | -13.7% | 0.07% | -14.8% |
| Q2 2022 | $362,000 | -25.8% | 11,570 | -16.4% | 0.08% | -18.2% |
| Q1 2022 | $488,000 | – | 13,842 | – | 0.10% | – |
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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% |