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 | 16,861,590 | $599,261,000 | 23.73% |
| McAlister, Sweet & Associates, Inc. | 73,223 | $2,602,000 | 2.78% |
| SimpliFi, Inc. | 62,811 | $2,232,000 | 1.16% |
| Astoria Portfolio Advisors LLC. | 44,101 | $1,567,000 | 1.06% |
| WealthPlan Investment Management, LLC | 260,954 | $10,313,000 | 0.75% |
| Main Management LLC | 124,512 | $4,425,000 | 0.55% |
| Independent Wealth Network Inc. | 18,982 | $675,000 | 0.53% |
| Peterson Financial Group, Inc. | 8,157 | $290,000 | 0.24% |
| Mutual Advisors, LLC | 133,176 | $4,733,000 | 0.24% |
| CreativeOne Wealth, LLC | 108,424 | $3,853,000 | 0.23% |