DFPG INVESTMENTS, LLC - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 3 filers reported holding NORTHERN LTS FD TR IV in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$259,433
-4.9%
6,155
-0.1%
0.02%
-4.0%
Q2 2023$272,7926,1620.02%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2023
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,188,211$666,730,72123.35%
McAlister, Sweet & Associates, Inc. 73,556$2,853,2374.23%
SimpliFi, Inc. 60,882$2,361,6281.23%
WealthPLAN Partners, LLC 267,122$11,243,1330.79%
WealthPlan Investment Management, LLC 267,182$11,213,5970.78%
Main Management LLC 127,258$4,9360.57%
Independent Wealth Network Inc. 18,324$710,7880.49%
Peterson Financial Group, Inc. 8,161$316,5630.45%
Mutual Advisors, LLC 178,387$6,919,6320.31%
Fiduciary Alliance LLC 30,724$1,191,7840.31%
View complete list of NORTHERN LTS FD TR IV shareholders