Financial Advocates Investment Management - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is ISMD and the CUSIP is 66538H641. A total of 44 filers reported holding NORTHERN LTS FD TR IV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$893,698
-8.1%
29,408
-2.8%
0.06%
-7.2%
Q2 2023$972,296
+2.0%
30,261
-1.5%
0.07%0.0%
Q1 2023$953,423
+2.8%
30,716
-0.3%
0.07%0.0%
Q4 2022$927,573
+9.9%
30,806
-0.1%
0.07%
-1.4%
Q3 2022$844,000
-2.1%
30,830
+2.2%
0.07%0.0%
Q2 2022$862,000
-13.5%
30,175
+0.5%
0.07%
+6.1%
Q1 2022$996,000
-8.4%
30,012
-2.7%
0.07%
-2.9%
Q4 2021$1,087,000
+5.2%
30,857
+5.8%
0.07%
-2.9%
Q3 2021$1,033,000
-1.8%
29,154
+1.9%
0.07%0.0%
Q2 2021$1,052,000
-1.9%
28,624
-5.0%
0.07%
-7.9%
Q1 2021$1,072,000
+34.7%
30,135
+13.1%
0.08%
+40.7%
Q4 2020$796,000
+42.1%
26,635
+8.0%
0.05%
+12.5%
Q3 2020$560,000
+1.8%
24,657
+1.3%
0.05%
-7.7%
Q2 2020$550,000
+32.9%
24,346
+13.3%
0.05%
-11.9%
Q1 2020$414,000
-23.6%
21,481
+11.7%
0.06%
+1.7%
Q4 2019$542,000
+51.8%
19,231
+41.9%
0.06%
+41.5%
Q3 2019$357,000–13,554–0.04%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2021
NameSharesValueWeighting ↓
Inspire Advisors, LLC 763,869$23,000,0905.80%
Paradiem, LLC 224,797$6,768,6382.50%
Inspire Investing, LLC 386,199$11,628,4611.50%
Legacy Wealth Asset Management, LLC 120,414$3,625,6501.38%
PAX Financial Group, LLC 178,730$5,381,5601.37%
CREATIVE FINANCIAL DESIGNS INC /ADV 238,082$7,168,6521.06%
LVZ, Inc. 116,907$3,520,0680.55%
AlphaStar Capital Management, LLC 90,095$2,712,7600.28%
Whitaker-Myers Wealth Managers, LTD. 7,744$233,1750.22%
Keel Point, LLC 32,762$986,4770.16%
View complete list of NORTHERN LTS FD TR IV shareholders