Faithward Advisors, LLC - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is IBD and the CUSIP is 66538H633. A total of 54 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Faithward Advisors, LLC ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$31,240,880
-3.5%
1,380,507
-2.1%
7.61%
+1.8%
Q2 2023$32,378,976
-9.8%
1,410,234
-7.7%
7.47%
-8.1%
Q1 2023$35,893,893
+9.9%
1,528,180
+7.8%
8.13%
+14.5%
Q4 2022$32,657,979
-56.2%
1,417,447
-57.0%
7.10%
-59.8%
Q3 2022$74,573,000
+91.8%
3,295,306
+98.4%
17.68%
+102.7%
Q2 2022$38,873,000
+0.7%
1,661,244
+4.9%
8.72%
+16.6%
Q1 2022$38,601,000
+1.5%
1,582,969
+7.1%
7.48%
+3.7%
Q4 2021$38,028,000
-16.6%
1,477,382
-15.3%
7.22%
-18.4%
Q3 2021$45,614,000
-0.8%
1,744,985
-0.3%
8.85%
-2.9%
Q2 2021$45,988,000
+37.5%
1,749,920
+35.4%
9.11%
+21.9%
Q1 2021$33,437,000
+1.8%
1,292,498
+4.6%
7.47%
-47.8%
Q4 2020$32,849,000
+5.0%
1,235,397
+3.9%
14.33%
+89.3%
Q3 2020$31,281,000
+90.7%
1,189,389
+90.7%
7.57%
+77.8%
Q2 2020$16,407,000
+9.3%
623,589
+1.1%
4.26%
+0.7%
Q1 2020$15,015,000
-13.9%
616,650
-9.0%
4.23%
+3.2%
Q4 2019$17,429,000
-39.3%
677,779
-39.4%
4.10%
-35.6%
Q3 2019$28,729,000–1,118,911–6.36%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,374,358$36,118,00011.76%
Faithward Advisors, LLC 1,749,920$45,988,0009.11%
Inspire Investing, LLC 826,568$21,722,0002.86%
CREATIVE FINANCIAL DESIGNS INC /ADV 341,409$8,972,0001.56%
Legacy Wealth Asset Management, LLC 125,225$3,291,0001.46%
CreativeOne Wealth, LLC 582,748$15,315,0000.95%
Values First Advisors, Inc. 49,736$1,307,0000.89%
Paradiem, LLC 78,075$2,056,0000.64%
PAX Financial Group, LLC 80,015$2,103,0000.53%
LVZ, Inc. 60,941$1,602,0000.24%
View complete list of NORTHERN LTS FD TR IV shareholders