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 | ||||
|---|---|---|---|---|---|---|
| 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 | 18,328,629 | $771,452,002 | 9.32% |
| Madrona Financial Services, LLC | 479,564 | $20,184,835 | 9.22% |
| McAlister, Sweet & Associates, Inc. | 53,098 | $2,234,895 | 1.90% |
| Main Management LLC | 397,483 | $16,730 | 1.70% |
| GeoWealth Management, LLC | 338,560 | $14,250 | 1.62% |
| WealthPLAN Partners, LLC | 274,497 | $11,553,578 | 1.34% |
| LifePro Asset Management | 20,423 | $859,604 | 0.71% |
| Lunt Capital Management, Inc. | 26,108 | $1,098,886 | 0.58% |
| Independent Wealth Network Inc. | 19,007 | $800,005 | 0.49% |
| TOWNSQUARE CAPITAL LLC | 475,800 | $20,026,401 | 0.36% |