IFP Advisors, Inc - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 40 filers reported holding NORTHERN LTS FD TR IV in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2022$3,0000.0%500.0%0.00%
Q2 2022$3,0000.0%500.0%0.00%
Q1 2022$3,000500.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2019$24,000
+14.3%
9270.0%0.00%
+200.0%
Q4 2018$21,000
-50.0%
927
-35.7%
0.00%
-50.0%
Q3 2018$42,000
-51.2%
1,441
-52.5%
0.00%
-50.0%
Q2 2018$86,000
-53.0%
3,031
-56.1%
0.00%
-50.0%
Q1 2018$183,0000.0%6,9070.0%0.01%0.0%
Q4 2017$183,000
+45.2%
6,907
+44.3%
0.01%
+60.0%
Q3 2017$126,000
+4.1%
4,7850.0%0.01%0.0%
Q2 2017$121,000
+404.2%
4,785
+416.2%
0.01%
+66.7%
Q1 2016$24,0009270.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,066,564$37,959,00013.72%
Paradiem, LLC 228,158$8,342,0002.75%
Inspire Investing, LLC 388,825$13,838,0002.12%
Legacy Wealth Asset Management, LLC 83,984$2,989,0001.38%
CREATIVE FINANCIAL DESIGNS INC /ADV 193,834$6,899,0001.35%
LVZ, Inc. 98,470$3,505,0000.54%
AlphaStar Capital Management, LLC 62,953$2,247,0000.35%
Keel Point, LLC 86,633$3,083,0000.30%
Delta Investment Management, LLC 18,983$676,0000.22%
Well Done, LLC 16,885$601,0000.14%
View complete list of NORTHERN LTS FD TR IV shareholders