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 2019 | $288,000 | +2.9% | 9,321 | -3.1% | 0.20% | -7.9% |
| Q3 2019 | $280,000 | -1.1% | 9,624 | -2.0% | 0.22% | +30.1% |
| Q2 2019 | $283,000 | +11.0% | 9,824 | +6.6% | 0.17% | +0.6% |
| Q1 2019 | $255,000 | +11.4% | 9,220 | -2.0% | 0.16% | -14.9% |
| Q4 2018 | $229,000 | -16.1% | 9,405 | +0.3% | 0.19% | -27.3% |
| Q3 2018 | $273,000 | -55.0% | 9,377 | -57.0% | 0.27% | -61.5% |
| Q2 2018 | $607,000 | -11.9% | 21,808 | -12.1% | 0.69% | -17.8% |
| Q1 2018 | $689,000 | -2.3% | 24,812 | -3.7% | 0.84% | -5.5% |
| Q4 2017 | $705,000 | – | 25,778 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |