NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,759 | -22.1% | 612 | -20.2% | 0.00% | – |
| Q2 2023 | $33,050 | -33.0% | 767 | -39.7% | 0.00% | – |
| Q4 2022 | $49,302 | -57.1% | 1,271 | -60.7% | 0.00% | – |
| Q3 2022 | $115,000 | +342.3% | 3,235 | +437.4% | 0.00% | – |
| Q1 2022 | $26,000 | +333.3% | 602 | +381.6% | 0.00% | – |
| Q4 2021 | $6,000 | -93.3% | 125 | -94.3% | 0.00% | – |
| Q3 2021 | $89,000 | +368.4% | 2,185 | +338.8% | 0.00% | – |
| Q1 2021 | $19,000 | -67.2% | 498 | -69.9% | 0.00% | – |
| Q4 2020 | $58,000 | +48.7% | 1,654 | +31.0% | 0.00% | – |
| Q3 2020 | $39,000 | +116.7% | 1,263 | +94.3% | 0.00% | – |
| Q2 2020 | $18,000 | +12.5% | 650 | -3.1% | 0.00% | – |
| Q1 2020 | $16,000 | -48.4% | 671 | -33.4% | 0.00% | – |
| Q4 2019 | $31,000 | +6.9% | 1,008 | -0.1% | 0.00% | – |
| Q2 2019 | $29,000 | +107.1% | 1,009 | +100.2% | 0.00% | – |
| Q1 2019 | $14,000 | -12.5% | 504 | -24.1% | 0.00% | – |
| Q4 2018 | $16,000 | -38.5% | 664 | -24.7% | 0.00% | – |
| Q3 2018 | $26,000 | -54.4% | 882 | -59.9% | 0.00% | – |
| Q3 2017 | $57,000 | – | 2,200 | – | 0.00% | – |
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% |