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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $732,000 | -10.7% | 20,126 | +4.4% | 0.07% | +41.2% |
| Q1 2022 | $820,000 | -9.5% | 19,275 | -4.5% | 0.05% | -8.9% |
| Q4 2021 | $906,000 | +13.1% | 20,189 | +2.6% | 0.06% | 0.0% |
| Q3 2021 | $801,000 | -2.1% | 19,676 | -0.9% | 0.06% | +3.7% |
| Q2 2021 | $818,000 | +12.8% | 19,859 | +4.8% | 0.05% | +3.8% |
| Q1 2021 | $725,000 | +5.1% | 18,944 | -3.7% | 0.05% | -7.1% |
| Q4 2020 | $690,000 | +25.7% | 19,681 | +11.2% | 0.06% | +19.1% |
| Q3 2020 | $549,000 | – | 17,692 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 16,861,590 | $599,261,000 | 23.73% |
| McAlister, Sweet & Associates, Inc. | 73,223 | $2,602,000 | 2.78% |
| SimpliFi, Inc. | 62,811 | $2,232,000 | 1.16% |
| Astoria Portfolio Advisors LLC. | 44,101 | $1,567,000 | 1.06% |
| WealthPlan Investment Management, LLC | 260,954 | $10,313,000 | 0.75% |
| Main Management LLC | 124,512 | $4,425,000 | 0.55% |
| Independent Wealth Network Inc. | 18,982 | $675,000 | 0.53% |
| Peterson Financial Group, Inc. | 8,157 | $290,000 | 0.24% |
| Mutual Advisors, LLC | 133,176 | $4,733,000 | 0.24% |
| CreativeOne Wealth, LLC | 108,424 | $3,853,000 | 0.23% |