NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. 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 | 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% |