NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 21 filers reported holding NORTHERN LTS FD TR IV in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,026,401 | +1.5% | 475,800 | +3.9% | 0.36% | +1.7% |
| Q2 2023 | $19,733,217 | +233.3% | 457,954 | +214.1% | 0.36% | +176.2% |
| Q1 2023 | $5,920,251 | +262.9% | 145,819 | +246.7% | 0.13% | +225.0% |
| Q4 2022 | $1,631,468 | +136.8% | 42,059 | +150.1% | 0.04% | +81.8% |
| Q2 2021 | $689,000 | +7.0% | 16,815 | -0.0% | 0.02% | -12.0% |
| Q1 2021 | $644,000 | +142.1% | 16,820 | +121.3% | 0.02% | +108.3% |
| Q4 2020 | $266,000 | -71.2% | 7,602 | -74.4% | 0.01% | -77.8% |
| Q3 2020 | $924,000 | -84.0% | 29,658 | -85.3% | 0.05% | -86.3% |
| Q2 2020 | $5,787,000 | +412.1% | 201,599 | +358.4% | 0.39% | +331.9% |
| Q1 2020 | $1,130,000 | – | 43,979 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,149,252 | $623,718,000 | 25.02% |
| McAlister, Sweet & Associates, Inc. | 72,793 | $2,647,000 | 2.68% |
| SimpliFi, Inc. | 61,909 | $2,252,000 | 1.11% |
| Astoria Portfolio Advisors LLC. | 37,847 | $1,376,000 | 1.00% |
| Mutual Advisors, LLC | 231,402 | $8,416,000 | 0.56% |
| Main Management LLC | 124,014 | $4,510,000 | 0.54% |
| Independent Wealth Network Inc. | 17,672 | $643,000 | 0.46% |
| Peterson Financial Group, Inc. | 8,893 | $323,000 | 0.26% |
| Belpointe Asset Management LLC | 85,210 | $3,099,000 | 0.21% |
| EverSource Wealth Advisors, LLC | 15,988 | $581,000 | 0.15% |