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 Q4 2019. 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 | 17,186,466 | $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% |