NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 39 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | 0.0% | 612 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -15.4% | 612 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 612 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 612 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 612 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | – | 612 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 16,922,928 | $697,394,000 | 27.39% |
| WealthPLAN Partners, LLC | 265,618 | $11,177,000 | 0.79% |
| Avestar Capital, LLC | 127,217 | $5,246,000 | 0.70% |
| Main Management LLC | 131,666 | $5,426,000 | 0.58% |
| Mutual Advisors, LLC | 178,578 | $7,359,000 | 0.44% |
| Verity Asset Management, Inc. | 6,328 | $261,000 | 0.14% |
| Simplicity Solutions, LLC | 7,545 | $311,000 | 0.06% |
| Koshinski Asset Management, Inc. | 11,208 | $462,000 | 0.06% |
| NEXT Financial Group, Inc | 17,015 | $701,000 | 0.06% |
| AdvisorNet Financial, Inc | 19,859 | $818,000 | 0.05% |