NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 32 filers reported holding NORTHERN LTS FD TR IV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |