NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 64 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,960,159 | -22.5% | 46,571 | -20.6% | 0.02% | -19.0% |
| Q2 2023 | $2,527,684 | +140.4% | 58,661 | +126.5% | 0.02% | +133.3% |
| Q1 2023 | $1,051,335 | +34.8% | 25,895 | +28.8% | 0.01% | +28.6% |
| Q4 2022 | $779,713 | +257.7% | 20,101 | +292.6% | 0.01% | +133.3% |
| Q1 2022 | $218,000 | -2.2% | 5,120 | +3.2% | 0.00% | 0.0% |
| Q4 2021 | $223,000 | – | 4,962 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,149,252 | $623,718,000 | 25.02% |
| McAlister, Sweet & Associates, Inc. | 72,793 | $2,647,000 | 2.68% |
| SimpliFi, Inc. | 61,909 | $2,252,000 | 1.11% |
| Astoria Portfolio Advisors LLC. | 37,847 | $1,376,000 | 1.00% |
| Mutual Advisors, LLC | 231,402 | $8,416,000 | 0.56% |
| Main Management LLC | 124,014 | $4,510,000 | 0.54% |
| Independent Wealth Network Inc. | 17,672 | $643,000 | 0.46% |
| Peterson Financial Group, Inc. | 8,893 | $323,000 | 0.26% |
| Belpointe Asset Management LLC | 85,210 | $3,099,000 | 0.21% |
| EverSource Wealth Advisors, LLC | 15,988 | $581,000 | 0.15% |