NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 26 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,973 | +78.8% | 15,585 | +83.1% | 0.02% | +87.5% |
| Q2 2023 | $366,782 | +8.9% | 8,512 | +2.6% | 0.01% | +14.3% |
| Q1 2023 | $336,695 | -34.0% | 8,293 | -37.0% | 0.01% | -50.0% |
| Q4 2022 | $510,243 | -43.0% | 13,154 | -47.8% | 0.01% | -50.0% |
| Q3 2022 | $895,000 | +18.9% | 25,193 | +42.3% | 0.03% | +33.3% |
| Q1 2022 | $753,000 | -69.5% | 17,699 | -67.8% | 0.02% | -79.4% |
| Q4 2021 | $2,466,000 | +143.0% | 54,966 | +120.3% | 0.10% | +148.8% |
| Q3 2021 | $1,015,000 | +376.5% | 24,945 | +347.7% | 0.04% | +241.7% |
| Q1 2021 | $213,000 | – | 5,572 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |