Financial Advocates Investment Management - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 45 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$1,818,587
-4.9%
57,098
-0.2%
0.13%
-3.7%
Q2 2023$1,912,890
+0.0%
57,215
-1.9%
0.14%
-0.7%
Q1 2023$1,912,367
+10.0%
58,339
+4.9%
0.14%
+5.4%
Q4 2022$1,738,579
+12.2%
55,635
-0.6%
0.13%
+1.6%
Q3 2022$1,550,000
-10.1%
55,996
-2.3%
0.13%
-8.6%
Q2 2022$1,725,000
-22.0%
57,334
-6.8%
0.14%
-4.1%
Q1 2022$2,212,000
-16.3%
61,524
-11.8%
0.15%
-12.6%
Q4 2021$2,644,000
+21.0%
69,732
+21.7%
0.17%
+12.8%
Q3 2021$2,186,000
+1.9%
57,285
+3.9%
0.15%
+3.5%
Q2 2021$2,146,000
+4.7%
55,117
-2.5%
0.14%
-1.4%
Q1 2021$2,050,000
+31.3%
56,525
+21.1%
0.14%
+35.5%
Q4 2020$1,561,000
+22.3%
46,694
+1.6%
0.11%
-1.8%
Q3 2020$1,276,000
+13.1%
45,941
+6.7%
0.11%
+1.9%
Q2 2020$1,128,000
+61.4%
43,055
+30.5%
0.11%
+7.0%
Q1 2020$699,000
-30.9%
32,982
-0.8%
0.10%
-7.4%
Q4 2019$1,011,000
+135.7%
33,257
+115.0%
0.11%
+120.4%
Q3 2019$429,000–15,469–0.05%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2022
NameSharesValueWeighting ↓
Inspire Advisors, LLC 886,643$31,879,0008.95%
OneAscent Financial Services LLC 93,128$3,356,0002.40%
Paradiem, LLC 190,597$6,771,0002.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 338,156$12,158,0001.85%
Inspire Investing, LLC 440,638$15,843,0001.83%
Legacy Wealth Asset Management, LLC 119,163$4,285,0001.52%
PAX Financial Group, LLC 131,403$4,725,0001.10%
Keel Point, LLC 169,897$6,109,0000.92%
Frontier Asset Management, LLC 34,917$1,255,0000.88%
Harvest Investment Services, LLC 20,629$741,0000.44%
View complete list of NORTHERN LTS FD TR IV shareholders