NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 18 filers reported holding NORTHERN LTS FD TR IV in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,882,171 | +64.2% | 377,338 | +68.1% | 0.01% | +57.1% |
| Q2 2023 | $9,673,706 | +25.8% | 224,500 | +18.5% | 0.01% | +16.7% |
| Q1 2023 | $7,688,732 | +21.7% | 189,378 | +16.2% | 0.01% | +20.0% |
| Q4 2022 | $6,319,460 | +50.5% | 162,915 | +37.9% | 0.01% | +25.0% |
| Q3 2022 | $4,199,000 | +136.6% | 118,161 | +142.1% | 0.00% | +100.0% |
| Q2 2022 | $1,775,000 | +66.4% | 48,811 | +94.6% | 0.00% | +100.0% |
| Q1 2022 | $1,067,000 | -21.9% | 25,086 | -17.6% | 0.00% | 0.0% |
| Q4 2021 | $1,367,000 | +78.0% | 30,457 | +61.4% | 0.00% | 0.0% |
| Q3 2021 | $768,000 | +20.4% | 18,866 | +21.9% | 0.00% | 0.0% |
| Q2 2021 | $638,000 | -9.5% | 15,473 | -16.0% | 0.00% | 0.0% |
| Q1 2021 | $705,000 | +19.3% | 18,422 | +9.3% | 0.00% | 0.0% |
| Q4 2020 | $591,000 | +50.0% | 16,853 | +33.0% | 0.00% | 0.0% |
| Q3 2020 | $394,000 | -9.0% | 12,674 | -17.2% | 0.00% | 0.0% |
| Q2 2020 | $433,000 | -2.7% | 15,315 | -16.5% | 0.00% | 0.0% |
| Q1 2020 | $445,000 | -59.1% | 18,334 | -48.0% | 0.00% | -50.0% |
| Q4 2019 | $1,089,000 | -4.8% | 35,278 | -10.3% | 0.00% | 0.0% |
| Q3 2019 | $1,144,000 | +4.4% | 39,335 | +3.4% | 0.00% | 0.0% |
| Q2 2019 | $1,096,000 | -3.1% | 38,053 | -6.8% | 0.00% | -33.3% |
| Q1 2019 | $1,131,000 | +4.5% | 40,837 | -8.2% | 0.00% | 0.0% |
| Q4 2018 | $1,082,000 | +191.6% | 44,496 | +249.1% | 0.00% | +200.0% |
| Q3 2018 | $371,000 | -6.3% | 12,746 | -10.4% | 0.00% | 0.0% |
| Q2 2018 | $396,000 | – | 14,221 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,149,252 | $623,718,000 | 25.02% |
| McAlister, Sweet & Associates, Inc. | 72,793 | $2,647,000 | 2.68% |
| SimpliFi, Inc. | 61,909 | $2,252,000 | 1.11% |
| Astoria Portfolio Advisors LLC. | 37,847 | $1,376,000 | 1.00% |
| Mutual Advisors, LLC | 231,402 | $8,416,000 | 0.56% |
| Main Management LLC | 124,014 | $4,510,000 | 0.54% |
| Independent Wealth Network Inc. | 17,672 | $643,000 | 0.46% |
| Peterson Financial Group, Inc. | 8,893 | $323,000 | 0.26% |
| Belpointe Asset Management LLC | 85,210 | $3,099,000 | 0.21% |
| EverSource Wealth Advisors, LLC | 15,988 | $581,000 | 0.15% |