NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 23 filers reported holding NORTHERN LTS FD TR IV in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,174,164 | -31.1% | 455,552 | -29.5% | 0.01% | -25.0% |
| Q2 2023 | $27,834,903 | +18.4% | 645,971 | +11.5% | 0.01% | +9.1% |
| Q1 2023 | $23,514,049 | +19.1% | 579,164 | +13.8% | 0.01% | +10.0% |
| Q4 2022 | $19,739,454 | +21.5% | 508,880 | +11.3% | 0.01% | +11.1% |
| Q3 2022 | $16,252,000 | +16.5% | 457,292 | +19.2% | 0.01% | +12.5% |
| Q2 2022 | $13,952,000 | -12.5% | 383,601 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $15,939,000 | +10.3% | 374,594 | +16.3% | 0.01% | +14.3% |
| Q4 2021 | $14,452,000 | +30.2% | 322,091 | +18.1% | 0.01% | +16.7% |
| Q3 2021 | $11,102,000 | +18.2% | 272,776 | +19.7% | 0.01% | +20.0% |
| Q2 2021 | $9,394,000 | +230.5% | 227,963 | +207.0% | 0.01% | +150.0% |
| Q1 2021 | $2,842,000 | +31.1% | 74,266 | +20.1% | 0.00% | 0.0% |
| Q4 2020 | $2,168,000 | +46.0% | 61,855 | +29.3% | 0.00% | +100.0% |
| Q3 2020 | $1,485,000 | +22.7% | 47,827 | +11.8% | 0.00% | 0.0% |
| Q2 2020 | $1,210,000 | -77.3% | 42,774 | -80.5% | 0.00% | -83.3% |
| Q1 2020 | $5,324,000 | -23.2% | 219,184 | -2.3% | 0.01% | -14.3% |
| Q4 2019 | $6,931,000 | +6.8% | 224,458 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $6,487,000 | +1.4% | 223,004 | +0.4% | 0.01% | -12.5% |
| Q2 2019 | $6,395,000 | +39.5% | 222,041 | +34.1% | 0.01% | +33.3% |
| Q1 2019 | $4,585,000 | +4.9% | 165,529 | -7.9% | 0.01% | -14.3% |
| Q4 2018 | $4,370,000 | – | 179,724 | – | 0.01% | – |
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% |