NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 22 filers reported holding NORTHERN LTS FD TR IV in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $3,069,000 | +298.1% | 68,397 | +260.9% | 0.20% | +236.7% |
Q3 2021 | $771,000 | +10.0% | 18,953 | +11.4% | 0.06% | +7.1% |
Q2 2021 | $701,000 | +1.7% | 17,015 | -5.5% | 0.06% | -8.2% |
Q1 2021 | $689,000 | +11.0% | 18,012 | +1.7% | 0.06% | +3.4% |
Q4 2020 | $621,000 | +19.9% | 17,706 | +6.1% | 0.06% | +5.4% |
Q3 2020 | $518,000 | +13.6% | 16,683 | +3.6% | 0.06% | +5.7% |
Q2 2020 | $456,000 | +23.6% | 16,104 | +6.1% | 0.05% | +10.4% |
Q1 2020 | $369,000 | +13.9% | 15,183 | +44.8% | 0.05% | +45.5% |
Q4 2019 | $324,000 | +78.0% | 10,484 | +67.6% | 0.03% | +65.0% |
Q3 2019 | $182,000 | +75.0% | 6,254 | +73.5% | 0.02% | +81.8% |
Q2 2019 | $104,000 | +1200.0% | 3,605 | +1101.7% | 0.01% | +450.0% |
Q1 2019 | $8,000 | -86.9% | 300 | -88.0% | 0.00% | -84.6% |
Q4 2018 | $61,000 | +577.8% | 2,495 | +731.7% | 0.01% | +225.0% |
Q3 2018 | $9,000 | – | 300 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orion Portfolio Solutions, LLC | 17,186,466 | $697,770,539 | 8.61% |
McAlister, Sweet & Associates, Inc. | 74,845 | $3,038,707 | 3.34% |
Main Management LLC | 393,376 | $15,971 | 1.69% |
WealthPLAN Partners, LLC | 267,793 | $10,872,365 | 1.24% |
LifePro Asset Management | 23,562 | $913,970 | 0.66% |
Independent Wealth Network Inc. | 18,138 | $736,403 | 0.47% |
Madrona Financial Services, LLC | 21,331 | $866,039 | 0.46% |
Atlas Financial Advisors, Inc. | 6,196 | $251,558 | 0.34% |
Fiduciary Alliance LLC | 30,776 | $1,249,506 | 0.31% |
Mutual Advisors, LLC | 166,139 | $6,745,245 | 0.28% |