NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $719,864 | +0.6% | 14,090 | -0.8% | 0.04% | +9.8% |
| Q1 2024 | $715,607 | -62.3% | 14,204 | -65.2% | 0.04% | -66.9% |
| Q4 2023 | $1,899,896 | +13.1% | 40,814 | +2.3% | 0.12% | +2.5% |
| Q3 2023 | $1,679,980 | +34.1% | 39,914 | +37.2% | 0.12% | +36.0% |
| Q2 2023 | $1,253,246 | +30.5% | 29,085 | +22.9% | 0.09% | +29.0% |
| Q1 2023 | $960,660 | +37.6% | 23,662 | +31.5% | 0.07% | +32.7% |
| Q4 2022 | $698,083 | -0.8% | 17,997 | +8.2% | 0.05% | -10.3% |
| Q3 2022 | $704,000 | – | 16,637 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,899,621 | $803,156,000 | 26.85% |
| McAlister, Sweet & Associates, Inc. | 75,022 | $3,366,000 | 2.94% |
| SimpliFi, Inc. | 59,753 | $2,681,000 | 1.17% |
| Avestar Capital, LLC | 166,898 | $7,498,000 | 0.92% |
| WealthPLAN Partners, LLC | 263,829 | $11,155,000 | 0.74% |
| Independent Wealth Network Inc. | 25,590 | $1,148,000 | 0.71% |
| Main Management LLC | 123,804 | $5,555,000 | 0.56% |
| Mutual Advisors, LLC | 208,635 | $9,361,000 | 0.50% |
| Belpointe Asset Management LLC | 121,641 | $5,458,000 | 0.34% |
| NEXT Financial Group, Inc | 68,397 | $3,069,000 | 0.20% |