NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 26 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,369 | -60.2% | 674 | -66.1% | 0.00% | -50.0% |
| Q2 2023 | $71,201 | +59.4% | 1,988 | +27.0% | 0.00% | 0.0% |
| Q1 2023 | $44,665 | +87478.4% | 1,565 | -11.3% | 0.00% | +100.0% |
| Q4 2022 | $51 | -99.9% | 1,765 | -24.7% | 0.00% | -50.0% |
| Q3 2022 | $67,000 | 0.0% | 2,345 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $67,000 | -46.0% | 2,345 | -46.0% | 0.00% | 0.0% |
| Q1 2022 | $124,000 | +37.8% | 4,346 | +117.2% | 0.00% | 0.0% |
| Q4 2021 | $90,000 | -86.1% | 2,001 | -87.4% | 0.00% | -84.6% |
| Q3 2021 | $648,000 | -1.2% | 15,871 | -0.1% | 0.01% | -7.1% |
| Q2 2021 | $656,000 | +8.3% | 15,885 | +0.2% | 0.01% | +16.7% |
| Q1 2021 | $606,000 | +5.6% | 15,854 | -3.2% | 0.01% | -47.8% |
| Q4 2020 | $574,000 | +7.3% | 16,380 | -5.0% | 0.02% | -28.1% |
| Q3 2020 | $535,000 | -0.4% | 17,244 | -10.8% | 0.03% | -25.6% |
| Q2 2020 | $537,000 | +2.3% | 19,340 | -10.8% | 0.04% | -18.9% |
| Q1 2020 | $525,000 | -7.6% | 21,684 | +17.8% | 0.05% | +23.3% |
| Q4 2019 | $568,000 | +24.3% | 18,411 | +16.5% | 0.04% | +38.7% |
| Q3 2019 | $457,000 | – | 15,798 | – | 0.03% | – |
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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% |