NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,011 | +14.1% | 24,019 | +16.8% | 0.01% | +25.0% |
| Q2 2023 | $886 | +50.4% | 20,572 | +41.7% | 0.00% | +33.3% |
| Q1 2023 | $589 | -28.5% | 14,519 | -31.7% | 0.00% | -25.0% |
| Q4 2022 | $824 | -99.8% | 21,252 | +40.9% | 0.00% | +33.3% |
| Q3 2022 | $536,000 | +17.5% | 15,081 | +20.4% | 0.00% | +50.0% |
| Q2 2022 | $456,000 | -11.8% | 12,526 | +3.0% | 0.00% | 0.0% |
| Q1 2022 | $517,000 | -38.5% | 12,161 | -35.1% | 0.00% | -50.0% |
| Q4 2021 | $841,000 | -2.2% | 18,749 | -11.3% | 0.00% | 0.0% |
| Q3 2021 | $860,000 | -1.7% | 21,137 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $875,000 | +11.2% | 21,236 | +3.2% | 0.00% | 0.0% |
| Q1 2021 | $787,000 | +51.9% | 20,574 | +39.3% | 0.00% | +33.3% |
| Q4 2020 | $518,000 | -95.7% | 14,765 | -96.2% | 0.00% | -96.3% |
| Q3 2020 | $11,938,000 | +30.7% | 384,487 | +19.0% | 0.08% | +17.4% |
| Q2 2020 | $9,137,000 | +39.1% | 322,966 | +19.4% | 0.07% | +9.5% |
| Q1 2020 | $6,568,000 | -4.3% | 270,402 | +21.7% | 0.06% | +18.9% |
| Q4 2019 | $6,860,000 | +36.3% | 222,140 | +28.4% | 0.05% | +20.5% |
| Q3 2019 | $5,032,000 | +123.3% | 172,970 | +121.1% | 0.04% | +109.5% |
| Q2 2019 | $2,253,000 | +48.4% | 78,220 | +42.7% | 0.02% | +40.0% |
| Q1 2019 | $1,518,000 | +20.7% | 54,798 | +5.9% | 0.02% | +7.1% |
| Q4 2018 | $1,258,000 | -44.1% | 51,746 | -33.1% | 0.01% | -33.3% |
| Q3 2018 | $2,251,000 | +9.2% | 77,382 | +4.5% | 0.02% | -4.5% |
| Q2 2018 | $2,061,000 | +9.6% | 74,047 | +8.7% | 0.02% | +4.8% |
| Q1 2018 | $1,881,000 | +58.9% | 68,137 | +57.4% | 0.02% | +50.0% |
| Q4 2017 | $1,184,000 | +79.7% | 43,296 | +70.0% | 0.01% | +55.6% |
| Q3 2017 | $659,000 | – | 25,467 | – | 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% |