Financial Advocates Investment Management - 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 43 filers reported holding NORTHERN LTS FD TR IV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$490,166
-4.3%
21,650
-2.4%
0.04%
-5.4%
Q2 2023$511,999
-4.0%
22,174
-2.6%
0.04%
-2.6%
Q1 2023$533,139
-3.5%
22,774
-5.0%
0.04%
-7.3%
Q4 2022$552,311
-10.0%
23,972
-11.7%
0.04%
-19.6%
Q3 2022$614,000
-12.3%
27,137
-9.3%
0.05%
-10.5%
Q2 2022$700,000
-17.7%
29,924
-14.3%
0.06%
+1.8%
Q1 2022$851,000
-4.9%
34,907
+0.4%
0.06%0.0%
Q4 2021$895,000
-2.7%
34,767
-1.2%
0.06%
-9.7%
Q3 2021$920,000
+1.5%
35,179
+2.0%
0.06%
+1.6%
Q2 2021$906,000
+0.7%
34,474
-1.0%
0.06%
-4.7%
Q1 2021$900,000
-2.1%
34,808
+0.7%
0.06%
+1.6%
Q4 2020$919,000
-5.4%
34,573
-6.4%
0.06%
-24.1%
Q3 2020$971,000
+4.6%
36,937
+4.7%
0.08%
-5.7%
Q2 2020$928,000
+13.3%
35,266
+4.8%
0.09%
-24.8%
Q1 2020$819,000
-9.5%
33,636
-4.4%
0.12%
+21.9%
Q4 2019$905,000
+39.2%
35,195
+39.1%
0.10%
+29.7%
Q3 2019$650,000–25,299–0.07%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q1 2022
NameSharesValueWeighting ↓
Inspire Advisors, LLC 3,577,089$80,985,29314.30%
Faithward Advisors, LLC 1,380,507$31,240,8807.61%
Inspire Investing, LLC 1,038,728$23,516,8103.00%
PAX Financial Group, LLC 559,963$12,677,5632.89%
CREATIVE FINANCIAL DESIGNS INC /ADV 477,162$10,802,9451.26%
CreativeOne Wealth, LLC 663,005$15,0101.08%
Legacy Wealth Asset Management, LLC 126,911$2,873,2711.06%
Range Financial Group LLC 63,036$1,427,1350.94%
LVZ, Inc. 162,542$3,679,9470.59%
WorthPointe, LLC 41,095$930,3910.55%
View complete list of NORTHERN LTS FD TR IV shareholders