NORTHERN LTS FD TR IV's ticker is SECT and the CUSIP is 66538H591. A total of 51 filers reported holding NORTHERN LTS FD TR IV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,909 | -4.2% | 21,072 | -1.9% | 0.08% | -22.2% |
| Q2 2023 | $925,830 | -2.8% | 21,486 | -8.4% | 0.11% | -4.4% |
| Q1 2023 | $952,062 | +5.5% | 23,450 | +0.8% | 0.11% | -5.8% |
| Q4 2022 | $902,591 | +33.3% | 23,269 | +22.2% | 0.12% | +16.5% |
| Q3 2022 | $677,000 | -0.3% | 19,046 | +2.0% | 0.10% | +2.0% |
| Q2 2022 | $679,000 | -14.6% | 18,681 | +0.0% | 0.10% | -2.9% |
| Q1 2022 | $795,000 | +33.4% | 18,679 | +40.6% | 0.10% | +31.6% |
| Q4 2021 | $596,000 | – | 13,282 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 17,616,103 | $749,565,000 | 26.34% |
| McAlister, Sweet & Associates, Inc. | 75,328 | $3,205,000 | 3.41% |
| SimpliFi, Inc. | 61,349 | $2,610,000 | 1.19% |
| WealthPlan Investment Management, LLC | 264,561 | $10,312,000 | 0.72% |
| WealthPLAN Partners, LLC | 264,561 | $10,312,000 | 0.72% |
| Main Management LLC | 125,550 | $5,342,000 | 0.55% |
| Independent Wealth Network Inc. | 18,135 | $772,000 | 0.49% |
| Mutual Advisors, LLC | 201,872 | $8,590,000 | 0.48% |
| Peterson Financial Group, Inc. | 10,520 | $448,000 | 0.33% |
| Belpointe Asset Management LLC | 83,336 | $3,546,000 | 0.22% |