IFP Advisors, Inc - NORTHERN LTS FD TR IV ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
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$67,0000.0%2,3450.0%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%–
 Download
Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2021
NameSharesValueWeighting ↓
Orion Portfolio Solutions, LLC 17,188,211$666,730,72123.35%
McAlister, Sweet & Associates, Inc. 73,556$2,853,2374.23%
SimpliFi, Inc. 60,882$2,361,6281.23%
WealthPLAN Partners, LLC 267,122$11,243,1330.79%
WealthPlan Investment Management, LLC 267,182$11,213,5970.78%
Main Management LLC 127,258$4,9360.57%
Independent Wealth Network Inc. 18,324$710,7880.49%
Peterson Financial Group, Inc. 8,161$316,5630.45%
Mutual Advisors, LLC 178,387$6,919,6320.31%
Fiduciary Alliance LLC 30,724$1,191,7840.31%
View complete list of NORTHERN LTS FD TR IV shareholders