NORTHERN LTS FD TR IV's ticker is BLES and the CUSIP is 66538H658. A total of 56 filers reported holding NORTHERN LTS FD TR IV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $262 | -99.9% | 7,838 | -0.7% | 0.26% | +112.5% |
| Q1 2022 | $284,000 | -7.5% | 7,893 | -2.5% | 0.12% | -2.4% |
| Q4 2021 | $307,000 | +5.9% | 8,093 | +6.6% | 0.12% | -58.7% |
| Q3 2021 | $290,000 | +31.8% | 7,591 | +34.5% | 0.30% | +146.3% |
| Q2 2021 | $220,000 | +3.3% | 5,642 | -3.4% | 0.12% | +12.0% |
| Q1 2021 | $213,000 | – | 5,841 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Investing, LLC | 537,278 | $15,276,000 | 12.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 43,620 | $1,240,000 | 0.84% |
| AlphaStar Capital Management, LLC | 60,159 | $1,710,000 | 0.44% |
| M Holdings Securities, Inc. | 118,262 | $1,925,000 | 0.29% |
| Institute for Wealth Management, LLC. | 26,698 | $759,000 | 0.18% |
| Keel Point, LLC | 34,671 | $986,000 | 0.14% |
| Kovack Advisors, Inc. | 7,194 | $205,000 | 0.05% |
| IFP Advisors, Inc | 3,840 | $109,000 | 0.01% |
| JANE STREET GROUP, LLC | 34,774 | $989,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,485 | $184,000 | 0.00% |